The drop over the past few days, while scary, does not even register as the most since this saga began in March. Can’t believe I am going to break out a chart, but we need some perspective.
Month: October 2009
Calm Down About General Growth’s Drop
The drop over the past few days, while scary, does not even register as the most since this saga began in March. Can’t believe I am going to break out a chart, but we need some perspective.
This is great….
Here is the presentation for tonights ValuePlays TV show
Here is the presentation for tonights ValuePlays TV show
Bartlett's Impudent "Stimulus" Idea
Had to read this one a few time to be sure I was not missing anything…..sadly, I wasn’t. I don’t usually call names in a post, but was at a loss to call it anything other than what it was.
Bartlett’s Impudent “Stimulus” Idea
Had to read this one a few time to be sure I was not missing anything…..sadly, I wasn’t. I don’t usually call names in a post, but was at a loss to call it anything other than what it was.
Einhorn's Q3 Letter
Some great market commentary here. The third paragraph I think sums up the current market perfectly. Everyone’s opinion does make a certain amount of sense, depending on the day. Not sure if that is a god thing or not. My take would be that it is because as long as 1 opinion is not pervasive, we are then more fundamentally driven, not emotionally.