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Cedric Chin

@ejames_c

This tweet has been haunting me recently.

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Jim O'Shaughnessy

@jposhaughnessy

Dec 16, 2021

Replying to @tom_morganKCP

I'll save you time Tom, narrative follows price.

4:01 PM · Dec 19, 2021Tweetbot for iΟS

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There’s always a blog post:

ofdollarsanddata.com

Price Rules Everything Around Me – Of Dollars And Data

Why prices are more important than fundamentals most of the time.

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It's probably more accurate to say narrative follows price follows narrative. All price starts with a transaction, initiated by someone who believes a new story.

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But what drove the price? If not a nudge in narrative.