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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (3896)4/23/1998 7:54:00 PM
From: James Clarke  Read Replies (3) of 78452
 
As Mike posted a week ago, John Rothchild's new book The Bear Book is a must read. For me it is giving me conviction in what I already started doing. (I am down to 45% in U.S. stocks and half of that is in HYDEA - a net/net and EGP, a very safe REIT with a 7% yield).

If you disagree with me, fine. But this one is still a must read just to see another side to the conventional wisdom we are inundated with right now.

And Mike, I have sold 85% of my St. Joe shares in the last two months, not entirely because of my market view.
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