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« Misusing the Most Powerful Computer | Main | Interpreting the Fed Move »

March 21, 2007

Comments

oldprof

Hi David,

Thanks for making this clear. Any investor with access could learn a lot from your regular review process. As you might guess, I love your stuff "in defense of cyclicals" but I have learned most from your posts on insurance.

Best,
Jeff

David Merkel

Jeffrey,

Thanks ever so much for the attention. For those who have a subscription to RealMoney.com, there will be one more piece on this matter in the next week, where I took my blog posts, tied them together and explained a few few of the matters that I was skimpy on a little better.

There are also two more on the way on related topics -- position sizing, and asset allocation. RealMoney is doing kind of a "spring cleaning" series, and these three articles are meant to give fundamental investors a way to adjust their portfolios to balance risk and return.

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