Thursday, December 27, 2007

Other Voices on Volatility, Risk, etc.

One of the advantages of living in California is that by the time I wipe the sleep out of my eyes and stare at the computer screen for the first time each morning, bloggers from time zones to the east of me have already digested information I haven’t even seen yet and drawn their own conclusions. In many instances, this allows me to cherry pick what I think is important to ponder without having to boil the ocean along with a couple of eggs before the market opens. This particular morning, five related items are among those that are most prominent in my deliberations:

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