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Already in '07, There Are Signs the Conventional Wisdom Is Off
Position yourself now to profit from areas where the conventional wisdom is wrong.
 
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User Comments
Posted 4:01 PM EST January 18, 2007
Posted by: snailkarma
Hello,

I really enjoyed this article, not least because I have had similar thoughts myself and was a pleasure to see you articulate them so well here. I have already established positions in the recent oil stock carnage, may have been too soon, we shall see. I had also pulled out assets from emerging markets recently fearing a pullback soon. Agree that the emerging markets had too much too fast past couple of years, may see some reversion soon.

Regards,
snailkarma
Posted 11:39 AM EST January 14, 2007
Posted by: PassingShot
I have similar views, especially on energy. I'm cautious on international stocks, but I have placed bets on Western Europe and China (via FXI).
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