Unfortunately I don't have the time to cover Thursday's swoon but I think the stories about a hedge fund blowing up and being forced to sell make a lot of sense -- how else do you explain Factset (FDS)'s 12% decline? I expect it will bounce back soon.
Overall the portfolio outperformed slightly thanks to better Asia, a strong bounce from DFR and a few others not falling as much (GOOG for one).
No comments:
Post a Comment