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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (7648)	9/10/2001 8:40:05 PM
From: energyplay	Respond to of 23153

Interesting that Jim Grant has admitted a number of times, both in print and in public, that they were excessively bearish for too long. He's not talking about 1996 on, but more like the early 1990s. I admire him and the rest of his crew for taking some very unpopular positions, much more intellectual integrity that is usual in financial commentators, and a willingnes to entertain at least a moderately large range of opinion - Uusually from very bearish to mildly bullish for a selected sector or two. They also do LOTS of homework, tearing through Balance sheets, talking to customers and industry observers. I have made money on their ideas, most recently shorts on PVN & COF credit card companies. They were also bullish on oil & gas in late 1998 early 1999. They are also fairly entertianing and fun to read - which is a relief if you slog through lots of poorly written drivel (like 10-Q,Ks, etc.) , which I seem to end up of doing. Check out - www.grantsinvestor.com