Don't men and women like him just amaze you? I will guarantee you he could give you a pretty comparable breakdown of the historical returns and risks for banking stocks, drug makers (remember when they were called THAT!), utilities, retail etc. These people operate on a different wavelength. Most of them can present the most intricate nuance of a particular market flawlessly, but do it with their fly open! :^) I don't know if your friend is that way, but as Don King would say "If you that brilliant on the upside .... somethin gotta give on the flipjack!"