We find is disturbing that most "fundamentalists" will spend hours creating DCF models or try to forecast EPS growth to the cent three to five years out, but know nothing, and we mean absolutely nothing about politics.
Politics matter a great deal. Governments control war, taxation, and the flow of money. Excellent government policies such as low to no taxes, a business friendly environment, high freedom, and little bureaucracy can led to incredible growth going forward in a country.
What could possibly, be more "fundamental" than the government?
So learn about the world. Combine politics, with fundamentals, and technicals. You shall be rewarded.
Reread our this Bloomberg story on Ukraine if you have any doubts.
http://bloomberg.com/apps/news?pid=20601109&sid=azXUqqvHpeMY&refer=home
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