A Day In The Life Of Anthony Bolton

The Independent in the UK profiles a day in the life of British fund manager Anthony Bolton, who I've posted about previously:

Mr Bolton had been expecting markets to turn at some point because, after a four-year bull run fuelled by cheap debt, he believed investors were failing to differentiate enough between risky and non-risky assets.

"One thing I have learnt in following the market is that it is cyclical and that it doesn't go up for ever or down for ever. When it has been going up steadily for four years, there will be setbacks.

"When everyone is bullish, I like to be more cautious, and vice versa. I was expecting something to come along, and one never knows what the catalyst will be."

Comments

[ike]

I had SDS -etf short spx and sold them a bit late fri. cautious now.
ike

[John]

ike: Shorting is out of my circle of competence, but I hope it worked out for you (since I have nothing against shorting itself).