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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (20181)1/2/2005 9:05:03 PM
From: Wyätt Gwyön  Respond to of 116555
 
many great stocks are cheap

that echoes the remarks of Jeremy Grantham in his latest Barron's interview, where he noted that quality stocks have gotten relatively cheap. at the same time, he reco'd shorting SPX for 10%, which i found puzzling, since the quality stocks are large caps and the SPX is a large cap proxy.