We have a dog.  He sniffs a lot.  I don’t know what he is looking for.  He knows where his food is, why does he spend so much time sniffing?  Sometimes I feel like my dog, sniffing a lot when it is pretty obvious where the food is (great businesses at good prices in times of market fear--general or industry specific).  What follows is a description of my sniffing, in other words, wasting my time. ...

 

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