"I totally negated all the human foibles, because we don't override our models," he says. "If you'll have something that's sucking in your portfolio for the last month or quarter, you have a very dangerous, dangerous, dangerous portpola." The world and the universe is not running on weekly cycles,. It doesn't give a crap about the fact that you crushed it for those three months... You need to be on top of 80 years times 50 weeks - which is like four thousand weeks of stuff that's going to happen. All it takes is for you to screw up and drop a finger off the ledge on one of those weeks, and you can come crashing all