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Hello,
I loved your piece where you disagree with markowitz about the measure of risk. Ironically I wrote a piece briefly describing the paradox of market efficiency the other day that you may like: http://bluewhiteinvestors.wordpress.com/2012/08/11/the-paradox-of-indexing/.
Ill probably email you shortly a security analysis my partner and I performed.
Keep up the awesome work.
Christian Sgrignoli