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'The Time to Buy Financials' Is Still Not Now

Posted on June 20, 2008

It is is possible that is now the time to buy financials? has been asked on TV every day (literally) for over a year now, and for anyone who views themselves as an investor (as opposed to a trader) the right answer has been no every time. Throughout all of this I have done very little analysis. I warned about problems long before they manifested themselves in equity prices because of distortions in the yield curve, which did matter; underweighted the sector; and have continued to say that not enough time has passed to make any sort of fundamental case for taking on an equalweight position. ...

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etf , yield curve