OnMargin

Time to Cautiously Get Back in the Game

A constructive post. Many prominent bears and value investors are preaching something similar. Easy to sell fear and darkness - much more difficult and insightful to be constructive. That being said, the market is significantly off its low - caution might be warranted in the short-term.

More Stocks Making New Lows Doesn't Guarantee We've Hit Bottom

I have compiled a list of articles and interviews over the last 60 days from bears/perma-bears/valu... investors. Many from the people who warned of the excesses. Interesting thoughts... Valuation has and always will be more an art than a science. Charts and data are helpful and necessary, but sometimes a little historical narrative is helpful.

I have no idea where the market goes in the short-term (no one does) but I not ready to build an ark either.

consequencesunintended...

Is It Time to Buy? What History Shows

I have compiled a list of articles and interviews over the last 60 days from bears/perma-bears/valu... investors. Many from the people who warned of the excesses. Interesting thoughts. Valuation has and always will be more an art than a science. Charts and data are helpful and necessary, but sometimes a little historical narrative is helpful.

I have no idea where the market goes in the short-term (no one does) but I not ready to build an ark either.
consequencesunintended...