Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Cathie Wood - Rotation to Value
#7
(02-18-2022, 05:17 AM)mid range Wrote: Scooterd, when challenged, people's capacity for excuse making is nearly unlimited.
That is it.  She is under extreme pressure now.  Looking  back, she had maybe an 18 month period of astounding returns.  TSLA does like a 20X and a number of other picks did pretty well in 2020.  She is the queen of growth funds and on CNBC constantly.  Fast forward a year and the sky is falling.  Others are on the media bashing her and even started SARK which is an ETF that shorts ARKK.  She is now mocked daily and on the defense.  CNBC still gives her a voice because it is good drama.  This thread is evidence people will tune in to it.  Our second thread here and they are constant on SA. You could spend 4hrs a day reading ARK/KW debates.

She indeed sounds like a zealot now.  She is forced to trade due to redemptions and is in panic mode.  Preaching longterm while she day trades.  The story of short-term fund manager success is not new, but the rate of the rise and fall is astounding.  Anyone think they could pick a 40 stock basket that will rise over 100% collectively in a year, then fall 60% in a year without leverage?  Probably only about three years that was possible. 1929-1930, 1999-2000, April 2020-present.  And it may not be over.  She may give it all back.

Anyway I enjoyed listening to her before she lost her mind.
Reply


Messages In This Thread
Cathie Wood - Rotation to Value - by Scooterd - 02-17-2022, 02:26 PM
RE: Cathie Wood - Rotation to Value - by Scooterd - 02-17-2022, 04:33 PM
Cathie Wood - Rotation to Value - by bankerboy - 02-17-2022, 04:30 PM
RE: Cathie Wood - Rotation to Value - by fenders53 - 02-18-2022, 06:06 AM
RE: Cathie Wood - Rotation to Value - by rayray - 02-21-2022, 10:43 AM



Users browsing this thread: 3 Guest(s)