1- Will be traveling this week. Of course we know what that means, somebody merges, another gets bought out and a third has game changing news. History tells us, I go away, things happen. With that, I will be posting updates from the road. Earnings this week from OESX, BPO, XOM, DOW, PLD
2- 5 Rules I try to remember everyday….so I put them on a mug. Link
3- All bubbles are characterized by irrational behavior. Is loaning the gov’t money at a negative yield rational? I don’t, thus why I own TBT