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Hi Hewitt,Thanks for the Baron's link. I always appreciate your contributions on this board as they're always worthwhile.I have read that Robert Rodriguez article. I had never heard of him until I read his "Absence of Fear" article last summer. Since then I check the First Pacific website every few weeks for more. He doesn't put much in that forum, but it's all very, very good and worth reading and re-reading many times to me. I think this newest "Socialization of Risk" article is the best thing he's put out since "Absence."For those that haven't read it, I don't think Hewitt included the link. Here it is, and it's worth checking out.http://www.fpafunds.com/news_04022008_rubicon.aspkevin
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