Is there any just cause for feeling like this
On the surface I'm a name on a list
I try to be discreet but then blow it again
--Cutting Crew
John Hussman's thought process continues to resonate w/ me. His recent missive is particularly insightful w.r.t. the role of fundamental analysis and valuation in market assessment.
Really liked this particular quote: "We'd love to be bulls...But that would be helped if stocks were priced appropriately and if there was not a large anvil suspended on a fraying string overhead."
Picture perfect...
position in SH
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It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.
~Warren Buffett
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