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the fox and the hedgehog (with a downloadable presentation)

The Greek poet Archilochus wrote, "the fox knows many things, but the hedgehog knows one big thing." And, literally, that's all we know about the writings of Archilochus.

I suspect that the folks at BoA Merrill Lynch qualify as a foxes. I have attached Ms Subramanian's slideshow from the Morningstar keynote. The folks at Morningstar just shared it with me. It is a fascinating document touching, so far as I can tell, on every investing-related issue ever raised by anyone back as far as the Sumerians. For folks who revel in data and recommendations, is a trove.

Time to Get Picky


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