Thanks for the note David.

Recommendation for sell out attendance - The CFA Institute Equity Research and Valuation Conference should have Bill Gross speaking alongside Siegel.

Re Asness and the Shiller yardstick - the work by Mark Spitznagel at Universa should also be considered. You will be able to find it on the Universa website, with a more comprehensive outline forthcoming in his book "The Dao of Capital" to be released on March 2013.

Gregg Barrett