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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (4761)8/22/1998 10:44:00 PM
From: James Clarke  Read Replies (1) of 78611
 
Mike, Mike, Mike. We are in what looks like the final catharsis now. The 20% underperformance of basic cyclicals this summer was the worst by far since at least 1963 - that is as far as my data goes back. The summer is typically a poor time to own these stocks, but this is unprecedented. The day you throw in the towel and turn to growth investing, please tell me so I can short the S&P and buy the ones you sold. Because when an investor like you sells stocks like these, this far down, that would define a bottom for me. i.e. everybody who would sell already has.

Jim
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