Hi Adrian,

Such high praise! Thank you for sharing your thoughts. You might really like the follow up post to this piece where I discuss possible proxies for the "lowest-available-risk expected rate of return": http://blogs.stage.cfainstitute.org/investor/2012/10/04/rethinking-the-…

Also, I tend to be a bit more philosophical in my blog posts so you might also like:

Capitalism: It's as Much About Cooperation as Competition http://blogs.stage.cfainstitute.org/investor/2012/07/16/capitalism-it-i…

With smiles!

Jason