Jim Lowell
Jim Lowell
meet portfolio running tenth
They're running without a tenth of their portfolio to meet redemptions. That's a hellish way to run a portfolio.
owning parts safer tends
Owning the parts tends to be a lot safer and a lot more rewarding,
cash defensive looking percent rather
I don't know what it is, I would rather see him go to 20 percent cash if he's looking for a defensive place.
seen
I've never seen the (cash levels) this high.