As I grow older, I pay less attention to what men say. I just watch what they do.
March 22, 2017
It was the fall of 2000. Ed Noonan (founder of Contravisory) and I had gone to Vermont to attend the Contrarian Opinion Forum. Ed had published a SELL recommendation on technology three months earlier. By the fall, the ensuing pullback was seen by many at the conference as a “buying opportunity.” Of course, with perfect...