Ah, sorry to disappoint, but the topic this morning has nothing to do with the 19670’s Rock & Roll band by that name (Ten Years After video here). With apologies to Alvin Lee.
Nevertheless, in terms of economics, I’d still “like to change the world” (which makes sense only if you lived the 70s) and to do so, it takes a certain ability to “be hard on self.”
So this morning, we roll back the time machine and go through some of the views proposed in 2005 and see how our track was doing back then and whether our calls then were really any good, or not.
Should be an interesting adventure… after coffee, Trading Model and a few of those distraction-inducing headlines that pass for “news” these days.