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Trepanne,

loved the rant...rant anytime you want to.

My small rant is that if anyone needs something to read and are not familiar with the sciences...they should try reading or listening to Feynmann's Six Easy Pieces. He really had a disciplined way of looking at things and organizing them so that they are retainable. He tried to reduce ideas to a Freshman level. He found that if he couldn't reduce ideas to an analogy, then he really didn't know them as well as he had thought. That was good for him. And it is good for us. I think that this is the key to the idea of predictable investment models. SIMPLE analogies..turds and raisins...simple analogies clarify thinking and make one rethink what they know, and don't know. If I don't have a simple analogy to hang onto...then I know that I don't know enough to put money on it. If I know that I don't know...then I know that I am being honest. None of us really knows....that's why a simple analogy is the possible path to being roughly right....but then again...!

My rant for trepanne.

Jan
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