The Day Ahead: Life in a Torture Chamber

I recently saw an old episode of "Law & Order" in which a captive was held in a basement torture chamber. I could relate. While certainly not being tortured in the physical sense by whips and chains, I do feel badly bruised mentally by the daily twists and turns in research gathering. I have a high level of anxiety that something with major implications for the portfolio could happen at any moment. Forget attempting to read through a 10-k to uncover possible Bill Ackman truths on a company -- in the back of my  mind, there is a dark cloud that questions all positive findings on future performance.

On top of this, I feel helpless. What if I go to refuel on caffeine and miss a headline, will clients put me on public social media blast for not sending an update immediately that reads in the subject line: "BUY, BUY, BUY!"? That's totally unbridled lunacy, and I refuse to participate, and prefer to maintain a central focus on the fundamentals. But, wait a second, what are the fundamentals? It has become a term tossed around as freely as beer at a frat party....382 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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