I generally feel comfortable being outnumbered, unless of course I am in certain areas of Oakland,CA. late at night. I only worry when I am running with the herd because those stampedes can be oh so unpleasant. The cheer leading squad has been very active of late, and they are all worked up in a lathered frenzy over the fact that ZNGA is 45 pennies above the all time low. Yes, it can still go higher, but I only focus on the big picture. 2013 ought to put the final nails in the coffin of this rubbish. It was born of incestuous sheets, a mutated child of hype and fraud, and let us not forget, unrestrained greed. I'm so happy my own son is not consumed by this absolute crap. He actually reads good books and plays guitar. Pinus has the gall to say these drugs of conformity are, "central to any culture." I abhor everything he stands for. Total Creep!!!
What? Pincus has made no "cultural" pronouncements, nor does he dissuade anyone I know from reading books. Other people aren't any dumber or smarter than you. They do what they want to do.
So I guess what you're trying to tell us in your investment strategy - at least as it applies to you, is that, "today, is a good day to die".