investmentyearbook.com

Random thoughts and rhetorical questions from yet another blog focused on business trends for an audience of one, me. Just jotting thoughts, notes, etc. Nothing much more than that. There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don't know. But there are also unknown unknowns. There are things we don't know we don't know... ~The ironic zen of Donald Rumsfeld

Wednesday, May 14, 2008

I'm so bullish I can't see straight

If you're bullish, growth (tech) may be on the cusp of secular outperformance against value (energy).

Model Portfolio

The Great Deleverage
The bottom?
You're neurotic like a yo-yo
No treasury bubble....yet.
Defense.
On the precipice.
The canary on its last tweet?
An old saw..
Masters of the universe no longer.
History Repeating?

November 27, 2005
December 04, 2005
December 11, 2005
December 18, 2005
December 25, 2005
January 01, 2006
January 08, 2006
January 15, 2006
January 22, 2006
January 29, 2006
February 05, 2006
February 12, 2006
February 19, 2006
February 26, 2006
March 05, 2006
March 12, 2006
March 19, 2006
March 26, 2006
April 16, 2006
May 14, 2006
June 11, 2006
June 18, 2006
July 16, 2006
July 23, 2006
July 30, 2006
August 06, 2006
August 13, 2006
August 20, 2006
August 27, 2006
September 17, 2006
October 01, 2006
November 19, 2006
December 17, 2006
December 24, 2006
January 21, 2007
March 25, 2007
April 01, 2007
April 08, 2007
June 10, 2007
August 05, 2007
March 09, 2008
March 16, 2008
March 23, 2008
March 30, 2008
April 06, 2008
April 20, 2008
May 04, 2008
May 11, 2008
May 18, 2008
May 25, 2008
June 01, 2008
June 22, 2008
July 27, 2008
August 10, 2008
August 17, 2008
August 31, 2008
January 04, 2009
January 18, 2009
February 15, 2009
February 22, 2009
March 08, 2009
March 29, 2009
May 03, 2009
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investmentyearbook.com

Wednesday, May 14, 2008

I'm so bullish I can't see straight

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