Saturday, February 7, 2009

Chinese portfolio torture

It's a true burden of the anal-retentive that we have to feel like we're "on top" of so many things.

Take my portfolio, for instance.

I do well; beating the market several years in a row now (though losing money and "beating" the market is pretty weak tea). And yet, one week of weak performance bums me out.

The ongoing odyssey of visiting companies continues ... and the information isn't all that happy. Healthcare is definitely seeing a slowdown -- hospitals don't want to pony up cash, people are losing jobs (and their insurance) and people are worried about paying co-pays and taking time to recuperate. Even if you add in some folks who rush to get medical care in anticipation of layoffs and losing insurance, the trend is down, down, down....