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Barron’s picks up “Geopolitics Ate My Portfolio”

Posted By Barry Ritholtz On March 27, 2004 @ 6:42 am In Finance,Politics | Comments Disabled

barrons_ol_logo.gif [1]

Our somewhat snarky comments from Thursday, “Geopolitical Tensions Ate My Portfolio [2],” got picked up by Barron’s [1]. 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 [3] argument . . .

Source:
Was Thursday’s Rally a One-Day Wonder? [1]
Eric J. Savitz
Barron’s, MONDAY, MARCH 29, 2004

http://online.wsj.com/barrons/article/0,,SB108034671358166825,00.html


Article printed from The Big Picture: http://www.ritholtz.com/blog

URL to article: http://www.ritholtz.com/blog/2004/03/barrons-picks-up-geopolitics-ate-my-portfolio/

URLs in this post:

[1] Image: http://online.wsj.com/barrons/article/0,,SB108034671358166825,00.html

[2] Geopolitical Tensions Ate My Portfolio: http://bigpicture.typepad.com/comments/2004/03/geopolitical_te.html

[3] Supply Side: http://bigpicture.typepad.com/comments/2003/12/2004_a_test_of_.html

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