Lance on Feb 20 2008 | Filed under: Absolute Return, Asset Allocation, Great Investors, Relative Return
The Financial Times writes of his feeling of vindication.
Jeremy never falls out of favor here, but then, we are a client.
Inevitably when he is early, as he generally is, people take it as a sign he is wrong, and note the returns he gives up when he frequently goes against the tide. However, the true [...]
alpha Asset Allocation bailout banks Barry Ritholtz Baton Rouge bear market Ben Bernanke China credit crisis debt Economics economy Federal Reserve finance fiscal policy fiscal stimulus Hank Paulson Hedge Funds housing Housing Market Humor Inflation interest rates investing Jeremy Grantham John Hussman Julian Robertson Louisiana LSU markets Merrill Lynch monetary policy monoline insurers mortgages quotes real estate recession Risk stocks subprime Taxes Valuation Warren Buffett Wealth
Wall Street Journal- Wealth Wall Street Journal Economic News Wall Street Journal-Market news Wall Street Journal-Hedge Funds Abnormal Returns