You gotta love it.
People are getting whipped back and forth on this frothy action, and we sit here and predict the future.
I must tell you, and no offense personally to him, that about a year ago, Bill Wexler challenged me to a "fundamental" vs. "TA" game. He thinks TA is voodoo nonsense. (Bill, correct me if I am putting words in your mouth, I certainly don't intend that.)
I like the guy, and I said something to the effect of 'we both do well, we are both on the same team, so there's no point really, I'll pass'.
But man, I'll tell you, if you don't have a plan that works, you can get smoked in a heartbeat with days like today. Not everyone is making money today, and that's a fact. |
