John Maynard Keynes: "When the facts change, I change my mind".
When POTC witnesses a change in sentiment and reversal of trend - the market climactically bottoms out and/or becomes boring - we will be happy to adorn our bull horns. But not yet: let us first address the psychological riddle of the bear market in stocks, and bull market in oil.
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1 comment:
We like your political analysis.
The our senators and congressmen have lost their capitalistic compass. Genentech with a change in administration makes sense.
Keep blogging!
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