via Greycourt
I may post here relevant (in my opinion), and not necessarily recent, quotes. Rather than analyzing specific investments, I will attempt to focus on investors' sentiment regarding broader asset classes and/or specific securities. These will be my thoughts/reactions/questions, and they are not and should not be taken as investment advice.
About me
- Anonymous
- In particular, I am interested in investors' sentiment and valuation levels. Disclaimer: I work at an Investment Management firm. My comments on this site are not posted in that role, and no opinions of mine should be construed to be recommendations of or to reflect the views of my employer.
Monday, July 5, 2010
Headline impact
"We are hearing consistent laments (aka, whining) from hedge managers of all types that fundamentals matter little as markets are now trading almost completely on the basis of headline news. Correlations across markets remain very high."
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