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Never Buy New Lows, Never Short New Highs
The Compound and Friends
I'll Buy the Nastack Trade.
We are at two sigmas on value versus growth, so i'll buy the nastack trade. If you look at the bear market ragout from two thousand to two thousand two, and you think about what stocks were doing during those where i remember stocks like j d s,. unifas being up 75 points in a day. That that rip was on the fed cutting rates, and then we ended up with nine, 11, and the second gulf war andran world. Colm, it was like this whole litany. Why li wea, we ad, we all agree that if this baance falls, it's good to get ugly quick, yes?
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