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Tag: Contrarian

  • Start thinking about taking profits- sold Disney

    The S&P500 is within a hair of an all time record high.  Wall Street is pumping out IPOs and the exuberance is everywhere. Being a contrarian investor, I think it’s prudent to start thinking about taking profits.  The S&P500 is likely to top out around 3,000.  I believe Emerging Markets have much farther to run,…