[quote=Rich Toscano]
Whoa, hold on. Since I wrote that passage, markets (both US and intl) are up 36%. That changes the situation considerably in terms of what the market is pricing in, and in terms of prospective returns.
[/quote]
Sorry, I was trusting readers (and Dave) to factor that in. I should know better than that. Obviously you, Rich, could factor in the change and read your previous comments in the light of the 36% surge and extrapolate them. But I shouldn’t expect everybody to. I’m not even sure I could do that accurately. My bad.
