Market is suffering even more short-termism than usual at the...

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    Market is suffering even more short-termism than usual at the moment. Suspect it is simply because there are still so many pockets of value that there is always another value/growth opportunity rather than sit out 6 months of go-nowhere.

    DWS should be okay, but I think the timing of GFC impact on contract work has a different lag for different businesses - maybe DWS a little larger contracts and a little slower to feel the lag. However, with a history of fairly conservative outlook statements, I am not too worried about holding (too lazy to keep hunting out new stocks - going to have to leave that to the full-timers).
 
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