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  • The Problem With Stock Picking in a Down Market (SAN) [View article]
    Amit,

    You have made a lot of generalizations that have not been the case for the portfolios I manage. You can visit my blog if you are so inclined but I started reducing emerging markets in late April.

    Further I have chronicled several defensive steps taken that have allowed the account I manage to hold up well during this.

    I don't know about any other top down people but your comments <strong>very<... of the mark if you are applying them to me.
    Jun 21 19:34 pm |Rating: 0 0
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