Russel Kinnel
Russel Kinnel
easy hit realize recession sector
You need to be diversified because you don't know which sector is going to get hit next. Just realize that nothing is ever that easy and that every recession is different.
boards definitely expenses responsibility result taking
Expenses are definitely trending down. As a result of the whole scandal, boards are taking their responsibility more seriously, subjecting fees to more scrutiny.
goes jumping market percent
If the market goes down 10 percent tomorrow, you're not jumping out the window.
active best hero investing managers nobody rather sure trying
Most active managers are investing in what they think is a sure thing rather than their best speculative ideas. Nobody is out there trying to be a hero right now.
anytime assets fund good likely low small sound
Anytime you can get a fund with a sound strategy, small assets and low costs, good things are likely to happen.
companies hot incentive penalties performance perverse provide rewarded systems
Too many companies had perverse incentive systems that rewarded hot short-term performance and didn't provide any penalties for long-term problems.