The main reason I write the daily observations is because I want to know where I'm wrong. So lots of times if somebody points something out it helps me, and I want to have a diversified bet of uncorrelated bets.
Is it a coincidence that in 1998, Barack Obama talks about a majority coalition of welfare recipients and in 2012 we got a record number of Americans on food stamps while he's president? I don't think it's a coincidence.