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  1. “If you take a long term or contrarian ” -At some point in time I realized long term is wishful thinking and far be it from me to be contrarian. Not at all my personality profile.

  2. I wonder if benson saw the article about engineers, right-wingers, and terrorists…

    http://www.nytimes.com/2010/09/12/magazine/12FOB-IdeaLab-t.html

    “Gambetta and Hertog found engineers only in right-wing groups — the ones that claim to fight for the pious past of Islamic fundamentalists or the white-supremacy America of the Aryan Nations (founder: Richard Butler, engineer) or the minimal pre-modern U.S. government that Stack and Bedell extolled. ”

  3. Because the floods have subsided, the market has done poorly vs. the rest of EMs and the stocks are very cheap. Unfortunately there is no ETF or fund that I can recommend here that trades either here in the US or in Europe.

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