Not My Favored Route To Relative Performance

The Broad Market Portfolio was off 1.8% today. Three stocks were up, and 32 down. Down over 4% were Deerfield Triarc, Barclays plc, SABESP, and Lithia Automotive.

The US market is only somewhat oversold. Given the weakness in the Asian markets, I would not be surprised to see more weakness tomorrow.
Full disclosure: long DFR BCS SBS and LAD