Sunday, August 27, 2006

Keeping an open mind

This article contradicts almost every belief I hold about the economy, even its quoted data points. Since statistics can lie you need many data sets and perspectives to help make informed decisions about how to manage your money. This article is well written and has given me some pause. But I'm still very happy with my investment reallocation. Q3 earnings will be very interesting, and by Q4 I'll know when I want to get back in the market (though I'm still very bullish on a few companies).

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