Please find attached my weekend notes. I had much more time to prepare throughout the week, so it is a bit longer. It has been a long time since 2008-9, but I highlight some scenarios for market leaders and possible outcomes if we are indeed moving into deeper bear territory over the coming months. Additionally, I review some recent stocks that were discussed and some shorting-lessons and observations. I also note the importance of recognizing flaws in one's analysis early on. Finally, I touch on a couple ideas regarding gold stocks.
If you don't get a chance to read through this, then most definitely check out Aly's Crowd Sentiment Index report.
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