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Archive of entries posted on 10th September 2015

Dump high P/Es especially those with big overseas exposures

My shorts made money yesterday. My longs didn’t. It looks that way for a while. But, Harry, that’s a depressing view of the world. Yes, it is. Muriel just figured my “efforts” of the last several weeks — especially when I was on vacation out west. Despite my holding much cash, it hasn’t been pretty. […]