August 06, 2010
– Comments (2) |
RELATED TICKERS: BAC
My thoughts on the question. I welcome all respectful/ informed feedback.
Less bullish is not the same as bearish.
Given valuation issues you mention in the article, I'm most comfortable being long-short like Paulson and other hedge funds. Of course the market is not singular. There are always large variations in value among different countries, sectors and companies.
Thanks for your comment -- I agree with you entirely.