Lindsey Campbell;
What do you do to fix the economy?

Barry Ritholtz;
I don’t know that the economy needs fixing. What do you do to fix night? You wait and it becomes day.

Chartz and Table Zup @ www.joefacer.com

http://www.bloomberg.com/apps/news?pid= ... mwu6UfHB4o
http://www.bloomberg.com/apps/news?pid= ... Gb2NqN3C_U
http://www.bloomberg.com/apps/news?pid= ... R3wifbUr1w
http://www.bloomberg.com/apps/news?pid= ... SrdZo5NyeY
http://www.bloomberg.com/apps/news?pid= ... TT9jivRIWE
http://www.newsweek.com/id/212143

http://mpettis.com/2009/08/the-usg-does ... -who-knew/
http://blogs.reuters.com/rolfe-winkler/ ... ese-banks/
http://www.ritholtz.com/blog/2009/08/wo ... e-bottoms/
http://www.ritholtz.com/blog/2009/08/clawbacks-coming/
http://www.fastcompany.com/blog/jamais- ... toshop-era
http://www.thedeal.com/dealscape/2009/0 ... ilures.php

http://www.ritholtz.com/blog/2009/08/si ... s-history/
http://www.ritholtz.com/blog/2009/08/ci-loans/




I've been overly cautious and bearish for way too much of the last 4 months. But over the last four years I've got a SMOKIN' hot return, even including the last four months. Will my pessimism be justified by the rest of the year?

See ya here over the next coupla days....

Monday AM...

Unloaded stocks in the 401a as per the rapid trading restrictions. The sidelines is a good place to be.



Tues Eve....
Didn't get my sell order in to lighten up further. Worked out OK since the markets went up. Still thinkin' the market's headed down as I think the anticipation of recovery exceeds the reality. My exposure to the downside is limited. My opportunity to catch the bounce from March is gone. If this IS a new bull market or recovery, I'll have months and/or years to climb aboard. Standing pat....

http://www.youtube.com/watch?v=sP6H6lMC ... re=related


WED EVE...

JUST INSANE.....

http://www.ritholtz.com/blog/2009/08/wh ... nese-ppip/

http://www.ritholtz.com/blog/2009/08/is ... ally-over/
http://www.ritholtz.com/blog/2009/08/si ... s-history/
http://www.washingtonpost.com/wp-dyn/co ... 03655.html
http://www.washingtonpost.com/wp-dyn/co ... 02249.html
http://www.ritholtz.com/blog/2009/08/home-appraisal/
http://www.theatlantic.com/doc/200908u/christopher-hill
http://www.ritholtz.com/blog/2009/08/ci-loans/
http://www.reuters.com/article/newsOne/ ... 9S20090814