As seen in Paragon’s second quarter 2008 print newsletter
Written by Nathan White, CFA
Photo by Kevin Dooley
We’ve had a good year so far relative to our benchmarks (S&P 500 and Lehman Bond Index).
Our models kept us fully invested during March as the credit crisis hit full steam with the Bear Stearns collapse unfolded and the markets sold off.
I must confess during that time the mood was so foul that I kept