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2015 年 5 月 30 日 星期六  |
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<p>In any event, performance chasing (momentum) leaves you ultimately with a bunch of dotcoms in 2000 or Japanese stocks in 1989 or maybe too many MLPs in 2014 (a guess). This ties back to the first point, which is to know your own goals. If you do, you won't be tempted to give up and just chase what's working.</p> |
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<p>Wow. Aubrey McClendon, CEO of Chesapeake Energy (CHK), is infamous for his constant buying of his own company stock. I wrote late last week that the stock of CHK was a case study of hedge funds blowing up and liquidating [Oct 9: Hedge Fund Liquidation in Pictures].</p> |
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