(Technical) Market Analysis And Portfolio Construction Are Two Completely Different Animals In The Same Zoo.
First of all, let me say that I really appreciate any feedback and comments I get on any of my articles, either via DISQUS below each blog post, via email or in SCAN. I do read all of them and I try to answer most of them, I think my response rate is above 90%. So if I have missed yours, just ping me again.
Just being polite is one reason to answer, even if the answer is "sorry I cannot answer your question." But, more importantly, the interaction with readers is fun and sometimes thought-provoking. And, on a regular basis, these exchanges of thoughts provide ideas for future articles. When that happens, I know that there is at least one person out there that likes or is interested in that article. ;)