James Drogan

From John Mauldin's Outside the Box of November 2, 2012.

I am going to write about the election this weekend, but not in the way you might think. This election offers a teaching opportunity about one of our biggest challenges as investors, and that is the problem with unreliable models that I have been writing about for the past three weeks. How can very smart people look at the same data and come to such different conclusions? Whether it is politics, investments, or the weather, there is a common theme and one that we very much need to be aware of if we hope to succeed...