A tough month for stocks, pretty much in-line with what I had expected.
“I’m not a policy maker, I am a steward of other people’s capital and I’m here to outperform.”
Analysts have been slashing their Q3 2011 growth forecasts all quarter long – have they cut them enough?
Now, 10 years later, the fund is beating all rivals and assets have surged to $15.6 billion
S&P 500 stock correlations are at an even higher level than in 2008. Short-term this is because of panicking, but longer term…
For what it’s worth, the crowd sees no limit to high gold can go.
Markets could bounce today…given the damage done we shouldn’t be surprised.
When I hear people deny that contraction is possible, one part of me want to shake them by the shoulders and remind them that not every recession is an “endgame”…