Tainted Alpha

Any time the market is up 100 percent in two years, there tends to be a large correction, says Barry Ritholtz, FusionIQ. Ritholtz has 30 percent of his portfolio in long positions, and one of them is Dell. He explains why. Also, Pops & Drops.

This entry was posted on Wednesday, March 23rd, 2011 at 3:29 pm and is filed under Daily Reading. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.