Thursday, July 26, 2012

Oilprice.com’s interview with Mike “Mish” Shedlock


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I don’t necessarily agree with everything he says, but this is an interesting interview. If you substitute ‘undervalued stocks’ in place of ‘gold’ in his recommendation of being about 70-80% in cash and 20-30% in gold, then you’d get about the allocation we currently have for separate accounts within Chanticleer Investment Partners (for more information, go HERE and HERE), an entity I’m involved with that launched a few months ago. Although I like holding some cash in case a great opportunity arises, I don’t particularly liking holding as much cash as we do today, but I feel it is the proper course of action in today’s environment. My feelings today largely reflect the two quotes below:

“Some argue that holding significant cash is gambling, that being less than fully invested is akin to market timing. But isn’t a yes or no decision the crucial one in investing? Where does it say that investing means always buying something, even the best of a bad lot? An investor who can’t or won’t say no forgoes perhaps the most valuable tool available to investors.” –Seth Klarman (excerpt from 2004 letter)

“Another important point I try to teach my students is that you have to consider not only what your opportunity set is right now, but also what opportunities you may be forgoing later by investing now. If your opportunity set is not that great right now, maybe you should wait another 6 to 12 months before becoming fully invested.” –Joel Greenblatt (as quoted in the book Hedge Fund Market Wizards)