Subject: Re: Buffett Premium
Interesting take on the significance of price movement directly linked...or perhaps with amazing oog oog coincidence --to specific company disclosures including the CEO's downgrade of the value of BHE and a report of weak earnings. That non-elitist darn "monkey brain" of ours "craving a narrative".

FUNDAMENTAL developments that just randomly coincided with a subsequent, sustained 2 + month 12% stock price. And..oog,oog.. you know it's not crazy to consider another not insignificant fundamental development: the CEO choosing to step down.

Naw, its crazy spewing this silly fundamental stuff...alleging anything causal...oog oog c'mon, stocks FLUCTUATE!!

oog, oog--lets try to PREDICT oog oog by buying options that require forecasting oog oog near term. Thats what we need to focus on: not acknowledging actual probable fundamental triggers --even better: HANDICAPPING future oog, oog. Who's buying puts, selling calls!!

Just one question--didn't you say you were getting out of US stocks 20% S &P lower recently?