This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Saturday, July 12, 2008
State of Affairs
This blog, more than anything else is meant to be an exercise in idea creation. In an effort to further solidify the theses behind my various investments, I will from time to time post ideas that lay out my investment framework. Hopefully meaningful feedback will be received. We'll see....