Sitting here in the villa in Trequanda, all alone as everyone is gone, and I am babysitting Lively as she takes a nap, giving me time to catch up on some reading, which is why you are getting inundated with OMS items. Pace yourself, as there might not be any more for a few days, as I check out. ;-) I particularly like this thoughtful piece by Howard Marks on why there is a mistake involved in almost every investment decision to buy a specific security. After all, if you are buying, then someone is selling. I get some of the reasons; but in general, since the vast majority of investors underperform the market, there are a lot of mistakes being made all the time. Hmmm. I think you will like this one.