I'm a Baby Boomer, a Child of the Sixties. I have an undergraduate degree in Business and Real Estate and two advanced degrees from a prestigious SoCal University which would not accept me today. I have spent most of my life analyzing financial information and company management teams. I am a problem solver by nature and I am left handed so I am a right brained thinker.
Evaluation of the dominant assumptions and an understanding of the dynamics of the economic engine is the basis of an approach to asset allocation that provides for both a rational determination of value and an understanding of sentiment in the form of price as a measure of the irrational nature of the operational environment, an approach that is intended at once to avoid unnecessary risk while at the same time enable gradual rebalance of assets as a means to increase net worth via optimization of appreciation and long term yields. Let's call that buy low and fly high just for fun.