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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (43739)	6/21/2001 12:12:09 PM
From: Dr. Id	Read Replies (1) of 54805

Moreover, many of us have found that an LTB&H-oriented perspective has the added advantages of reducing the number of decisions we have to make correctly in order to profit and reducing the negative impact of emotional volatility (the well-known fear/greed cycle) on our portfolios. This idea of the reduction of the number of decisions that we have to make as an advantage... It is a nice premise, but I wonder... Have we seen the fallacy of this kind of thinking in the past year? We have gone on the premise that we are identifying good companies and investing for the long haul without thinking about macro economics... Isn't that what has cost most of us the huge gains that we made in the last two years (most of which are GONE)? I'm not sure that I have an answer to how one uses macro information to help in selling decisions, but I think that we operate with blinders on if we continue to ignore the mistakes that we all made in the last year. And not to beat a dead horse (which I think is alive and well here), but we still need to watch for groupthink on this thread... Id

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