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you woke up on Monday thinking "I'm gonna short the airlines, or the insurance agencies!" then you are a schmuck.

Whatever. Make money where you can.

Moday morning was a shocker for me. I expect things to be somewhat down, but imagine my surprise when one of my more conservative investements was down about 30%, from $30 to $20. It was AAON, a maufacturer of air conditioners in Tulsa, Oklahoma. What the hell was going on? Was the CEO in NY that day?

Turns out that a company called AON Corporation, an insurance company, was located in the WTC. I have no idea how AON fared, but AAON recovered most, but not all of that loss, closing at around $28. It'll be ok, but I'm glad I didn't panic, and feel sorry for anyone who did.

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