No. of Recommendations: 13
Well when there is an air of “God Complex” that permeates, when that happens, that’s usually when a humbling occurs. Why I watch the fear and greed index.

Me? I’m in these names, but it only makes up about 25% of my portfolio.

Just like surfing, when I paddle out I always first acknowledge my respect for the ocean. The day I don’t might be the day she doesn’t let me paddle back in.

When I read comments like Buffets washed up, or someone has a different point of view so they must be wrong, look at our returns the last two years, I actually get more cautious. But that’s me. I like to give respect to those who have proven themselves over the long haul.

In the meantime, enjoy the ride.

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