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Chris DeMuth Jr.'s  Instablog

Chris DeMuth Jr.
  • on Portfolio Strategy & Asset Allocation
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"It's not given to human beings to have such talent that they can just know everything about everything all the time. But it is given to human beings who work hard at it - who look and sift the world for a misplaced bet - that they can occasionally find one." - Charlie Munger I look... More
My blog:
Rangeley Capital on Harvest
My book:
Rangeley Capital Best Investment Ideas
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  • Ghosts of Kariela
    , contributor
    Comments (152) | Send Message
    I'd argue that the US economy is a bit stronger than people give it credit, but this rally is undeserved, Europe is still a utter mess, and China looks great from the outside, but everything is not so rosy underneath. But this rally is shockingly undeserved in my opinion. Africa, somewhat ironically, is one of the better markets out there in terms of growth. Another plus is its lack of exposure to the crap going on in the rest of the world. I hate these types of markets.
    28 Feb 2013, 11:22 AM Reply Like
  • Sal Marvasti
    , contributor
    Comments (1364) | Send Message
    I took profits on a portion of my portfolio. Not worth the risk of a massive fall like in 2008. Even if there is no fall, it aint going that much higher.
    1 Mar 2013, 12:30 AM Reply Like
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