My postman's busy. I get mail from everywhere - US, UK, even Germany. Today, mostly hate mail - whic...
My postman's busy. I get mail from everywhere - US, UK, even Germany. Today, mostly hate mail - which I love. My blatant bullishness offends some. Great - the more hate mail, the more I know betting bullish is basically right. If too many agreed with me I'd worry. "You and America caused this credit crunch" they write. Really? Me? Good thing there isn't one - borrowing is rising and debt's cheaper today for the largest corporate borrowers. I predict gloom and doom will continue while shares rise this year. What's better? Being popular? Or being right and alone? Another name I'm cal...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes