Thursday, January 17, 2008

Time for a re-frame?

Why now, when all hell is breaking loose?

Framing is about narrowing your field of vision, making tough choices on not just what to include in a picture, but more importantly, what to crop out.

As I've been re-screening holdings in light of changing earnings expectations, I've also been taking this opportunity to re-examine my existing parameters -- my field of vision, and depth of field. Always a healthy exercise. But especially valuable at times like these when your reptilian response wants to take over.

Sometimes, simply narrowing your focus can reveal a whole new picture.

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