Posts Tagged ‘ AT&T ’


December 20, 2017

Summarizing an investment mantra into an acronym is a common practice, and generally, a lazy short cut to sum things up. The investment themes for 2017 oscillated from technology/growth, to financials, to Trump tax trade, to retail, and now, to just being long whatever makes sense irrespective of the theme the idea falls under. It’s a good time to be long whatever you are long. This tactic, practically applied, is working, provided you are long enough different “stuff”. One could be doing very well in the second half of this year, owning anything in the Russell 2000, any bank, any domestically oriented industrial company, any retailer with a high tax rate, any collection of stocks you amassed from randomly throwing darts at letters and coming up with tickers, most...

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