On Sun, Sep 27, 2009 at 2:19 PM, Michael Perelman
<[email protected]> wrote:
> Short sellers are speculators, but Dean Baker's idea is that short sellers
> help to work against the froth of other speculators.



Hi Michael,
I guess what I am trying to say is that THEY DON'T! The reason they
dobn't is that the majority of money invested on the short-side only
comes in at the end of the bubble phase when it merely helps to
amplify and deepen the coming bust-phase.

I am sure we can come up with very good statistical tests of this, but
I offer the following simple data point: short interest in Morgan
Stanley quadrupled between Sept 15, 2008 and Sept 30, 2008 even though
its stock price had *already* dropped by some 80% from its peak. In
other words most short-sellers only piled on to MS well *after* its
troubles became known.
-raghu.



-- 
"As a matter of fact, no, I don't have a life."
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