tag:blogger.com,1999:blog-18079728.post3731109174726252642..comments2023-11-02T07:30:03.967-07:00Comments on Cassandra Does Tokyo: Bear's Feast"Cassandra"http://www.blogger.com/profile/17412381249313151515noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-18079728.post-42145173098463404002007-07-26T10:10:00.000-07:002007-07-26T10:10:00.000-07:00Fiscal year MF tax selling in Aug & Sept and year...Fiscal year MF tax selling in Aug & Sept and year-end perf-enhancing boost December would roughly correspond to this.<BR/><BR/>I predicted my "event" in Feb . And what I got was five more months of funny-money financed takeovers that are annoying (to say the least) for someone who trying to earn alpha from his/her short portfolio. This has/had become an endemic problem to all who sell short. A "Cassandra"https://www.blogger.com/profile/17412381249313151515noreply@blogger.comtag:blogger.com,1999:blog-18079728.post-18151521544023889162007-07-26T09:40:00.000-07:002007-07-26T09:40:00.000-07:00Being wrong so many times does have it's rewards. ...Being wrong so many times does have it's rewards. It doesn't matter if you're wrong again. Having said that I'm predicting a severe correction into the fall and then a big bounce to year end.<BR/><BR/>-piAnonymousnoreply@blogger.com