You can really begin to doubt yourself and your understanding of things when you sit here day after day reading ZeroHedge, Rick Ferri, Ben Carlson, Mebane Faber, The Reformed Broker and Barry Ritholz wondering what do I know and why would I want to compromise my integrity in such an industry.
When I reflect upon the last five-six years with all the things that have transpired (Greek/Southern Europe crisis, Sandy, Abenomics, anemic growth, Iraq/Afghanistan, Ukraine, Syria, China slowdown) and then I match it against the market (which has gone vertical in the last 18 months) I am flabbergasted.I know nothing. I understand nothing.
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