A diary of the thought process behind my investment decisions
Jim Grant's Variant View
I am a big fan of Jim Grant's. I subscribe to his newsletter and have read many of his books. I was irked by his bullish call a few weeks ago. Not because he was bullish, but because he had the gall to say his view was variant. He recommended Nucor as his top pick based on a strong cyclical recovery. The stock is down 15% since his recommendation.