Dan Chung of Fred Alger Management thinks more upside earnings surprises will help bring sidelined cash back into the market. The bull is still in charge, say America's money managers in our latest Big Money Poll. But it pays to be cautious, as bargains are getting harder to find. The case for Microsoft.
and for a little balanceThe end of the easy money.
Financial history doesn't repeat itself, but it often rhymes. You can't be stupid enough to trade off anything I say.... I'm lucky they let me out of the straight-jacket long enough to trade.
J. P. Morgan
Saturday, October 31, 2009
Barrons
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