Seeking Alpha

Long-Short Guy » Comments » Single Comment |

  • Four Opportunities for 2008 [View article]
    Totally agree with your comment about mean reversion, but trends tend to last longer than expected. There was a good article on this recently:

    Don't Underestimate the Durability of Market Trends
    seekingalpha.com/artic...

    Regarding small caps, they outperformed for so long until recently that the real question is how long the outperformance of large caps will go on for. My guess is that small cap value stocks tend not to be exporters, and that means they're strongly exposed to the declining dollar.

    So your view of small cap value stocks should be linked to your view of the dollar.
    Dec 21 05:56 am |Rating: 0 0
All Comments by Long-Short Guy »
Comments by Ticker
AAPL, AAUKY.PK, ABK, ACF, ADBE, ADBL, ADCT, ADI, ADM, ADRE, ADS, ADY, AGU, AIG, AIXG, ALL, ALU, AMAT, AMD, AMGN, AMSC, AMTD, AMZN, ANDE, APOL, ASD, ASTI, ATHN, ATK, AUO, AVR, AXP, AZN, BA, BAC, BAX, BBBB, BBBY, BBI, BBND, BBY, BCON, BCS, BDK, BFRE.OB, BHP, BIDZ, BIIB, BIL, BJGP,
Long-Short Guy's
Comments Stats
249 comments
Rating: 0 (0 - 0 )