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This topic has been viewed 2071 times and has 14 replies

bl82
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Most important lesson/insight to take away from 2008

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Just for fun, I thought I'd open up a new thread to give everyone a chance to post a short (preferably one sentence) description of a key lesson or insight that they are taking away from 2008.

(I refrain from adding my thoughts until later..)
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http://vixandmore.blogspot.com/
"Your one stop VIX-centric view of the universe..."

[Jan 1, 2009 12:23:54 PM]

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dwpeters
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Re: Most important lesson/insight to take away from 2008

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Hi,
The importance of using market timing strategies.

Don

[Jan 1, 2009 6:41:11 PM]

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Stittsville123
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Re: Most important lesson/insight to take away from 2008

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Risk management more important than profits.

[Jan 1, 2009 8:03:05 PM]

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Koronbock
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Re: Most important lesson/insight to take away from 2008

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Yes, there is simply no way to manage a portfolio without MARKET TIMING.

Marco: Are we going to see some more market timing tools / indicators any time soon?

[Jan 2, 2009 4:11:50 AM]

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olikea
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Re: Most important lesson/insight to take away from 2008

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"Your worst drawdown is yet to come"

[Jan 2, 2009 4:16:05 AM]

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mgerstein
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Re: Most important lesson/insight to take away from 2008

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The need to switch back and forth between multiple models (ranks/screens/cash) based on market timing

[Jan 2, 2009 8:27:32 AM]

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mv388158
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Re: Most important lesson/insight to take away from 2008

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In sample data is not equal to out of sample data.

[Jan 2, 2009 9:06:43 AM]

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BJS
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Re: Most important lesson/insight to take away from 2008

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I know this is not original, but:

"Pigs get slaughtered."

[Jan 2, 2009 9:38:24 AM]

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crakes
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Re: Most important lesson/insight to take away from 2008

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Risk Management using a combination of hedging, equity curve management (yes, I used to be against this...), and market timing; the key is to have a mix of ingredients and make a broth from a bit of all of them.

[Jan 2, 2009 10:30:21 AM]

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gfagerlin
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Re: Most important lesson/insight to take away from 2008

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Timing, out of sample testing, recent vs. long term performance for rankings and sims.

[Jan 2, 2009 1:12:08 PM]

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