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What? Me Worry?

"For a professional, worrying is an art form."
Investors Insight , John Mauldin

Past Performance Predicts Future Disaster

However, there was one piece of data that was not in the historical numbers, and that was the effect of Long Term Capital itself. LTCM became the market and the connection between markets that had never shown any correlation.
Investors Insight , John Mauldin

The Surprise of the Black Swan

This is what Nassim Taleb calls the black swan problem. You can have a database with 4,000 white swans. History and the data tell you that swans are white. But the absence of a black swan doesn't mean there isn't one.
Investors Insight , John Mauldin

Memorable Quote: Cherry Blossoms

"My view is that our economy is likely to pick up just in the time the cherry blossoms begin to bloom in Tokyo and along the Potomac River as well". Mr. Omi, then the Director General of the Economic Planing Agency, on January 7th. 1998.

Chart for Toughts: Uranium

Our 19th century world was dominated by coal. Our 20th century was dominated by oil. Could it be that the 21st century will not be dominated by oil? That's at least what the market seems to believe, as uranium has not had a single down month since 2001, and since 2003, uranium has never traded down for even a single day, regardless of what was happening to oil prices.
Investor Insight , John Mauldin