Comments on: On Contrarianism http://alephblog.com/2009/12/23/on-contrarianism/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Sun, 27 May 2012 06:47:45 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Mikehttp://alephblog.com/2009/12/23/on-contrarianism/comment-page-1/#comment-24226 Mike Fri, 15 Jan 2010 01:38:43 +0000 http://alephblog.com/?p=2194#comment-24226 I like what you have to say and have been in on most of the turning points you listed. Late on a few and early on a few but there for the most part. Good blog, I like it. I clicked on the link and Cramer came up. This guy definitely had one too many market prediction! I like what you have to say and have been in on most of the turning points you listed. Late on a few and early on a few but there for the most part. Good blog, I like it. I clicked on the link and Cramer came up. This guy definitely had one too many market prediction!

]]> By: Bob_in_MAhttp://alephblog.com/2009/12/23/on-contrarianism/comment-page-1/#comment-23995 Bob_in_MA Fri, 25 Dec 2009 16:13:03 +0000 http://alephblog.com/?p=2194#comment-23995 The perpetual increase in leverage has been going on here for 30-40 years, the full ramifications for a reversal of the process would seem pretty bleak. But also hard to predict. Oh, well. I'll go sit in front of the fire and read my Christmas presents... The perpetual increase in leverage has been going on here for 30-40 years, the full ramifications for a reversal of the process would seem pretty bleak. But also hard to predict.

Oh, well. I’ll go sit in front of the fire and read my Christmas presents…

]]> By: David Merkelhttp://alephblog.com/2009/12/23/on-contrarianism/comment-page-1/#comment-23973 David Merkel Thu, 24 Dec 2009 18:10:10 +0000 http://alephblog.com/?p=2194#comment-23973 Note: what do many governments, corporations, etc., now realize that they relied upon that has now disappointed them? Two things: a perpetual increase in leverage, and that they could lever pensions off of investing in the stock market and other risky asset classes. This is still a problem, but the full ramifications have not come to pass yet. There is a theme for 2010. Note: what do many governments, corporations, etc., now realize that they relied upon that has now disappointed them? Two things: a perpetual increase in leverage, and that they could lever pensions off of investing in the stock market and other risky asset classes.

This is still a problem, but the full ramifications have not come to pass yet. There is a theme for 2010.

]]> By: PaulinKansasCityhttp://alephblog.com/2009/12/23/on-contrarianism/comment-page-1/#comment-23971 PaulinKansasCity Thu, 24 Dec 2009 17:35:40 +0000 http://alephblog.com/?p=2194#comment-23971 Great post David. Have a great holiday weekend with your family Great post David. Have a great holiday weekend with your family

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