Barry Ritholtz: Cyclical Bull, Secular Bear - John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

Barry Ritholtz: Cyclical Bull, Secular Bear

I am a big fan of Barry Ritholtz. His perspectives just make sense. This morning he gave a presentation to UBS’s private bankers. He was kind enough to share it online.

If you haven’t had a chance to read it, you should.

 

UBS Morning Call May 23 2012

via: The Big Picture

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