Something Old . . . Something New . . . Something Borrowed . . . Something Blue

In the January 200 issue of these Blue Sheets (“Bubbles, Roses and Ducks”) we analyzed the split personality of the current stock market.  As you recall, we delved into the psychology of the speculative bubble to understand the unheard-of valuations then prevalent among new technology offerings.  We also examined how, amidst the speculative furor, shareholders were pulling their money out of “value funds”, forcing them to sell stocks which were already on the bargain table, making them even cheaper.

Please click the link below to read the full issue of The Blue Sheets.