Barron’s picks up “Geopolitics Ate My Portfolio”


Our somewhat snarky comments from Thursday, “Geopolitical Tensions Ate My Portfolio,” got picked up by Barron’s. Heady company too — Leuthold Group, Morgan Stanley, Goldman Sachs. (Not too shabby — I’m humbled).

The analysis, the writing process, is a reward in itself — no, really, it is — but its always nice to have the work validated by people who’s opinions you respect.

Now if I can only get Kudlow to see the inherent flaws in the Supply Side argument . . .

Was Thursday’s Rally a One-Day Wonder?
Eric J. Savitz
Barron’s, MONDAY, MARCH 29, 2004,,SB108034671358166825,00.html

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