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Luke Fairborn
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Thanks Jeff -- that does help. You are transparent in your blog. Until now, I had not fully appreciated the distinction in your blog between the sections "Trading Time Frame" and "Investor Time Frame"
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Jeff, Your blog is great and I read it weekly, but I am trying to get a better feel for your time horizon. In your June 1st blog, you wrote that Felix improved significantly, leading you to take advantage of Friday's volatility to buy on the dip. Then, a week later, you concluded that overall ratings are somewhat negative, leading you to "own no equities". While one has to change their mind as evidence changes, this type of reversal in outlook makes it difficult for a retail investor who receives your insights once a week to get the most out of said insights.
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Jun 12, 2013