Our somewhat snarky comments from Thursday, “Geopolitical Tensions Ate My Portfolio,” got picked up by Barron’s. Heady company too — Leuthold Group, Morgan Stanley, Goldman Sachs. (Not too shabby — I’m humbled).
The analysis, the writing process, is a reward in itself — no, really, it is — but its always nice to have the work validated by people who’s opinions you respect.
Now if I can only get Kudlow to see the inherent flaws in the Supply Side argument . . .
Was Thursday’s Rally a One-Day Wonder?
Eric J. Savitz
Barron’s, MONDAY, MARCH 29, 2004
Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.