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Welcome back SC, Where ya bin? But that comment stood out when I read it too. It's sorta what I mean when I say "Dance close to the exits".

What a New Year's Day it has been on SS. I have had some interesting discussions reviewing last year's investment performance, but it is clear that I am not on the same wavelength as many here and I think I know why: It is the perception of risk and the tolerance of it. Reasonably, I have a...