the main problem the Rivkin boys have is that they have only been around in a bull market
mfs
ccp
they were all doing well when interest rates were low and credit was easy to get.
They weren't involved in the report during the 2002 recession
They think stocks just go up all the time
As a result they look for red flags
Rene always used to say look at the downside risk first...
rivkin guys should get the bullet, page-12
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