A Game of Chicken

I am delighted to announce my affiliatiion with Minyanville. Beginning today and for every Thursday going forward, my blog postings will appear on the Minyanville website. The postings will be more "educational" in nature emphasizing core investment principles and practices often forgotten or neglected.

re today's inaugural installment:


"Portfolios that benefited from being underweight the two sick men of the US economic sectors - Consumer Discretionary and Financials - were faced with a performance related decision this summer: play the potential counter trend rally or sit on the sidelines and watch your relative performance suffer. Take, for example, Consumer Discretionary..."

To read today's posting on Minyanville, click here