Barron's picks up "Geopolitics Ate My Portfolio"
Our somewhat snarky comments from Thursday, "Geopolitical Tensions Ate My Portfolio," got picked up by Barron's. Heady company too -- Leuthold Group, Morgan Stanley, Goldman Sachs. (Not too shabby -- I'm humbled).
The analysis, the writing process, is a reward in itself -- no, really, it is -- but its always nice to have the work validated by people who's opinions you respect.
Now if I can only get Kudlow to see the inherent flaws in the Supply Side argument . . .
Source:
Was Thursday's Rally a One-Day Wonder?
Eric J. Savitz
Barron's, MONDAY, MARCH 29, 2004
http://online.wsj.com/barrons/article/0,,SB108034671358166825,00.html
Saturday, March 27, 2004 | 06:42 AM | Permalink
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