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« Earnings Season and the Dog that Did Not Bark | Main | A Flaw in the Tepper Analysis »

May 11, 2013



I do have to hand it to you, Jeff. You've been one of the most accurate analysts since the recovery began. While you never explicitly said it, your analysis implied that a heavy allocation in equities was a worthwhile investment. And you were right.

And you've been right that the bearish argument is very attractive. In fact, I would say that the bearish argument is more moral than logical. A lot of people simply have a fundamental issue with what they see as central banks printing enormous amounts of money to buy up enormous debts being run by wasteful bailout-happy governments around the world. It doesn't feel sustainable to a lot of people. And it frequently just doesn't feel "right."

But - and this is where your analysis has been spot on - it has been effective.

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