Tepper talking out of both sides of his mouth. Very wishy washy... Don't invest oh i have my core holdings.. load of BS. He used to be a straight shooter obviously he has lost alot on tech and feels burnt. A lot of mangers do.
This is why we have such bad predictions for the year from the houses.
In fact i was going to talk more about this-- and I will but in every year when the bad is very obvious these guys are rosy looking and have high targets for the stocks that they only cut after the fact.
This is the first year in my 30+ years investing that I can remember dour gloom and doom in the front side of a year from the major houses...
Which of course brings me to-- The buy side.