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Subject:  Re: Portfolio Size and Pro Date:  7/24/2012  7:21 PM
Author:  RockyTopBob Number:  12048 of 23017

Hey Rich,

I just noticed you name is ADD. Is that an affliction associated with....

commensurate with being a stingy, grouchy old guy

and I resemble that remark ;-)

Thanks for adding my name to the three musketeers - I'm just the guy who waters their horses.

Why the resilience?

I think it has something to do with the return on your 80% cash. You are correct that many are expecting QE3 but it is also correct that QE3 is already priced in the market.

Today I am going to think deeply about spontaneous symmetry breaking and the Higgs boson; for a break, I will take the dogs down to the creek and throw in a line; although small, the creek has deep pockets and you can land a decent brook trout from time to time. If I don’t catch anything, which is almost always the case, I will stop of Lorgi’s on the way home and pick up a fried fish sandwich (the dogs will have BBQ scraps).

Me, my dog, rifle and my fishing pole will be there shortly.


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