“We’re headed into another summer on Wall Street and, like opening up a giant box of German pornography, you just know we’re in for a shitshow.”-Josh Brown wrote in The Reformed Broker
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Day: May 14, 2012
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Flight to Quality
One of the smartest guys in the investment world is Michael Platt of BlueCrest Capital
He warned in Dec, 2011 of a huge flight to quality and how he holds only extremely liquid positions.
With the crisis re-erupting, In the Indian context, expect a further flight to quality and the most liquid stocks.
This interview is a real must watch
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Just when I thought I was out
Markets are tumbling like nine pins all over Europe.The Greece crisis has re-erupted like a bad nightmare that does not go away.
Am reminded of this immortal dialogue from the Godfather
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What was that again?
“The most successful investors are defined by their actions in a bear market, not a bull market.” -Lauren C. Templeton & Scott Phillips, “Investing the Templeton Way”
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