Daily Archives: April 25, 2016

As you know I do not micro manage individual stock positions because I am not a fundamental stock analyst and because to me stocks are vehicles, nothing more, nothing less.  Part of this viewpoint has been formed by my years of dealing with corporate management people (public and private) and often times coming away unimpressed.  But mainly it is because to do my job correctly (running a macro market service) I have got to tune out the ins and outs of individual stock picking and management thereof.

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