tag:blogger.com,1999:blog-10774141.post835677894821104518..comments2023-10-07T02:12:40.567-07:00Comments on The Actual Smartest Guys in the Room: Steinhardt's gut flashes caution.mh497http://www.blogger.com/profile/05593539289256661432noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-10774141.post-65786399480416150982007-04-19T07:38:00.000-07:002007-04-19T07:38:00.000-07:00I have been looking for comments on what he said y...I have been looking for comments on what he said yesterday as not too many people share his view. Thank you for publishing it.<BR/><BR/>He sounded scary and given all the leverage out there, the 'will not be pretty' actually looked really bad. Specially after the real estate boom/bust which has yet to affect consumers in a meaningful way...<BR/><BR/>From reading part of his book I got a different impression and that was that part of his successfull calls were due to being shrewd in obtaining information -quasi insider- which is a far cry to having intuitively perfect timing. However, this does not lessen the importance of his recent comment. In fact, the opposite is true!guyhttps://www.blogger.com/profile/11696580404126636541noreply@blogger.com