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> <channel><title>Comments on: Life Changes &amp; Portfolio Changes</title> <atom:link href="http://alephblog.com/2007/08/01/life-changes-portfolio-changes/feed/" rel="self" type="application/rss+xml" /><link>http://alephblog.com/2007/08/01/life-changes-portfolio-changes/</link> <description>Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control</description> <lastBuildDate>Fri, 25 May 2012 03:46:25 +0000</lastBuildDate> <sy:updatePeriod>hourly</sy:updatePeriod> <sy:updateFrequency>1</sy:updateFrequency> <generator>http://wordpress.org/?v=3.3.1</generator> <item><title>By: Scott McCartney</title><link>http://alephblog.com/2007/08/01/life-changes-portfolio-changes/comment-page-1/#comment-2481</link> <dc:creator>Scott McCartney</dc:creator> <pubDate>Thu, 02 Aug 2007 10:44:01 +0000</pubDate> <guid
isPermaLink="false">http://alephblog.com/2007/08/01/life-changes-portfolio-changes/#comment-2481</guid> <description>David,
I expect that you will thrive on the &quot;chaos&quot; as the above poster notes.  If your parting with your employer is in otherwise good order (i.e., professionally, financially), then congratuations.  And I am looking forward to more of the blog.
Two entirely random notes:
1) You mentioned you were with PM in the 90s.  I was with Aris Corp., an investing/servicing affiliate of Pennsylvania Financial Group.  Ring any bells?
2) What&#039;s with LNC?  It&#039;s gotten creamed, above and beyond anything reasonable.  The conventional wisdom says CEO change, the dullard JP team taking over, and equity exposure through VA products.  The investing book seems clean enough.  What are we missing?  (I&#039;ve been buying it personally on the way down, and it&#039;s now a top 5 holding for me.)
Best of luck with life&#039;s next chapter!</description> <content:encoded><![CDATA[<p>David,</p><p>I expect that you will thrive on the &#8220;chaos&#8221; as the above poster notes.  If your parting with your employer is in otherwise good order (i.e., professionally, financially), then congratuations.  And I am looking forward to more of the blog.</p><p>Two entirely random notes:</p><p>1) You mentioned you were with PM in the 90s.  I was with Aris Corp., an investing/servicing affiliate of Pennsylvania Financial Group.  Ring any bells?</p><p>2) What&#8217;s with LNC?  It&#8217;s gotten creamed, above and beyond anything reasonable.  The conventional wisdom says CEO change, the dullard JP team taking over, and equity exposure through VA products.  The investing book seems clean enough.  What are we missing?  (I&#8217;ve been buying it personally on the way down, and it&#8217;s now a top 5 holding for me.)</p><p>Best of luck with life&#8217;s next chapter!</p> ]]></content:encoded> </item> <item><title>By: The Financial Philosopher</title><link>http://alephblog.com/2007/08/01/life-changes-portfolio-changes/comment-page-1/#comment-2456</link> <dc:creator>The Financial Philosopher</dc:creator> <pubDate>Wed, 01 Aug 2007 14:53:44 +0000</pubDate> <guid
isPermaLink="false">http://alephblog.com/2007/08/01/life-changes-portfolio-changes/#comment-2456</guid> <description>David:
Congratulations on your &quot;loss!&quot;  I went through a similar experience and found that my creativity and productivity exploded after departing the &quot;familiar.&quot;  A little &quot;chaos&quot; is absolutely necessary in the grand scheme of things.
Also, congratulations on your newly acquired trading freedom!  I also recently bought into the sector that no one else wants right now -- financials.  It&#039;s a wonderful contrarian play...
Cheers...</description> <content:encoded><![CDATA[<p>David:</p><p>Congratulations on your &#8220;loss!&#8221;  I went through a similar experience and found that my creativity and productivity exploded after departing the &#8220;familiar.&#8221;  A little &#8220;chaos&#8221; is absolutely necessary in the grand scheme of things.</p><p>Also, congratulations on your newly acquired trading freedom!  I also recently bought into the sector that no one else wants right now &#8212; financials.  It&#8217;s a wonderful contrarian play&#8230;</p><p>Cheers&#8230;</p> ]]></content:encoded> </item> <item><title>By: Eric van der Walde</title><link>http://alephblog.com/2007/08/01/life-changes-portfolio-changes/comment-page-1/#comment-2452</link> <dc:creator>Eric van der Walde</dc:creator> <pubDate>Wed, 01 Aug 2007 13:00:48 +0000</pubDate> <guid
isPermaLink="false">http://alephblog.com/2007/08/01/life-changes-portfolio-changes/#comment-2452</guid> <description>Back when I left my job and lost my Bloomberg they gave former subscribers 3 months free.  This was a few years ago.  You might want to check it out with the sales rep you had at the fund.</description> <content:encoded><![CDATA[<p>Back when I left my job and lost my Bloomberg they gave former subscribers 3 months free.  This was a few years ago.  You might want to check it out with the sales rep you had at the fund.</p> ]]></content:encoded> </item> </channel> </rss>
