What I've Gotten Right (and Wrong) So Far

Time to take a moment to reflect on what’s happened over the last hundred posts (as WordPress counts them), together with what has been going on in my life, and what is in store for the future on my blog. Ten months is a long time in blog terms. So here is what I have gotten right and wrong.

Right:

• FOMC
• Currencies
• Credit markets
• Super SIV
• Personal Finance
• SOA Presentation
• Book Reviews

Wrong:

• National Atlantic (NAHC)
• Stock-picking generally
• Blog programming

In general, my macro commentary has been pretty accurate. At this juncture, being bearish on the dollar and credit have been winners. No telling when that will change. That said, my hand has gone cold in the market since value stocks went cold. Beating the value index is not enough for me, thank you. National Atlantic is a continuing problem, though it seems to have found buyers around $4.