bigpicture.typepad.com - 10/27/2008
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We put some more money to work this morning into the mess -- another 5% -- while I was somewhere over North Carolina, on the way to Tampa. we are now down to 55% cash, from a peak of 80%.
As I noted on October 10 , we "scale in over time, in 10% increments, and recognize that the
bottoming ...
cato-at-liberty.org - 10/23/2008
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cato-at-liberty.org —
New York mayor Michael Bloomberg, who spent $158
million on his two elections, now thinks he should...
stay in office despite the city’s two-term limit. So far it’s much cheaper–he’s just pressuring all the civic groups and ...
(more)
Bloomberg Tries to Buy Himself Another Term
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Bookkeeping: Weekly Changes to Fund Positions Year 2, Week 12
Fund My Mutual Fund —
... - "Another buy in"). Even perma-bears such as James Montier and Albert Edwards ( ...
Markets on the Knife's Edge
Minyanville —
[image] The list of well-known names identifying value on the US stock market at current levels is growing by the day, and includes the likes of Jeremy Grantham ( GMO Careful buying is justified ), Warren Buffett ( Buy America. I am ), John Hussman ( Hussman Funds Why Warren Buffett is right and How low, how bad, how long ? ) and Barry Ritholtz ( The Big Picture Another buy in ). Even perma-bears such as James Montier and Albert Edwards ( Soci t G n rale Turning More Bullish ) ...
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