KastelCo, I feel, once again, fortunate, as if I bent down to tie my shoe laces, and rise to find a giant shell hole on the wall behind me.
The lessons of asset class, geography and time diversification just got reinforced ... ouch.
My exuberance is also tempered somewhat, as if I am climbing a wall of worries.
Now, on another matter, as most of my shares, regardless of industry, national origin, or relative valuation, are all rising, making me believe I am a genius, which I know I am not, I therefore must conclude we are now in a echo bubble boom, reverberation mania, due to the weight of money sloshing about.
Chugs, Jay |
