Baupost Capital News Today : Breaking News, Live Updates & Top Stories | Vimarsana

“I take my hat off that you are able to continue picking up pennies in front of a steamroller. Reading your newsletter, I scratch my head in amazement at your ability to increase your exposures in a market you admit is the most expensive ever.” – @mlevin999 That was a comment I got on Twitter following  a recent newsletter.  where I discussed increasing our exposure concerning our short-term  “buy signals.” To wit: “The uptick in money flows did allow us to add some exposure to portfolios in holdings we had taken profits in with the previous ‘sell’ signal.” I can unders...

“I take my hat off that you are able to continue picking up pennies in front of a steamroller. Reading your newsletter, I scratch my head in amazement at your ability to increase your exposures in a market you admit is the most expensive ever.” – @mlevin999 That was a comment I got on Twitter following  a recent newsletter.  where I discussed increasing our exposure concerning our short-term  “buy signals.” To wit: “The uptick in money flows did allow us to add some exposure to portfolios in holdings we had taken profits in with the previous ‘sell’ signal.” I can unde...

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

 Jeremy Siegel suggested stocks could rise another 30% before the boom ends. Just when it seems like  “euphoria” can’t get much more  “euphoric,” every bullish guest in the financial media attempts to  “out bull” the previous. “It isn’t until the Fed leans really hard then you have to worry.  I mean, we could have the market go up 30% or 40% [this year] before it goes down that 20%. We’re not in the ninth inning here. We’re more like in the third inning of the boom.” Such isn’t the first time someone has made these types of predictions. In 2013, I made the ...