I’ve got to head out the door to Phoenix in a minute so just a short one here and I’m not taking the time to check the spelling of span style=”font-style: italic;”morte/span.br /br /There were some concerned comments left overnight about the bailout flushing. Certainly I am surprised the bailout did not pass and I am not sure whether TARP money will somehow be allocated or not but the day appears like it will be ghastly.br /br /Someone asked about whether to go to cash. So is it a good idea to panic along with everyone else? Is that ever a good idea? If you have not raised any cash months ago then I’m not sure what to say. The news is bad but for now this is consistent with a stumble along the bottom. The news now is the bailout but it could have been something else.br /br /We’ll see how it reverberates, whether it takes it outside the range to the down side at some point but when is an emotional response within your portfolio a good idea?

Last 5 posts by Roger Nusbaum

• The Big Picture for the Week of November 15, 2009 - November 14th, 2009
• Process Drilldown - October 23rd, 2009
• Sunday Morning Coffee 10-18-09 - October 18th, 2009
• A Little Followup From This Morning - October 8th, 2009
• Wednesday Roundup - October 7th, 2009