While I do not follow him closely, one has to respect Jean Marie Eveillard for his long term success. Its funny how one article saved his performance and more importantly his shareholders money.
“You have to make sure that you don’t get the credit boom to go on too long, or too strong, because a credit bust would follow credit boom just as night follows day.”- Quote from Jean Marie Evellard, citing article he read.
Notes from the Jean Marie Eveillard Fox Business Appearance
- A recovery will not likely be sustainable
- Good chance of more fed stimulus packages
- Stock market is up more than 5
- The east is rising and the west is declining. Look for long term opportunities in China, India and maybe Brazil. Right now might not be a good time to get in.
- On Japan, look for pharmaceuticals, insurance and certain industrials
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August 16th, 2009 at 12:34 pm
Good Stuff…I’d really like to get into this guy’s head right now. I suspect that if he was involved in the rally up to this point, he has probably unloaded most of his US (and Asian?) assets? Maybe sitting in cash positions waiting for the next storm to hit?
Mac