It's really fun to read financial articles from the first few years of this decade:
2006: Investing: How to recognize a bubble
I like his comment on housing construction, where he figured the bubble was already finished:
"Barring a full-blown consumer recession, something we see as unlikely, we see respite fundamentally for this sector."
I guess we should never ignore the possibility of a recession...
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment