I haven't been this optimistic about our football future since we upset Clemson at the WB in 2009, and realized we had 22 players off our 44 deep roster coming back in 2010. Then I remembered something that happened ....
As a former investment consultant, I once had a client who fired me because I only got him 24% that year. It was in the mid-late 90's when one segment of the market (LgCap stocks) dominated for 3 years straight with returns of 30%-40%+ each year. If you were diversified over domestic and international Lg-Mid-Sm Cap stocks, and bonds, which is one of the safer ways to participate in the market, your returns were considerably less than if you had 100% of your assets in LgCaps during those years. I explained all of that to him, but he was delusional, and moved his account anyway.
Clemson's football team is kinda like that. They got rid of the players they didn't expect to perform well enough. Sure, they may have lost one they wanted to keep in their portfolio, but they have plenty of others. Past performance is no guarantee of future results. We know that better than anybody; however, I (along with many others) believe they will once again perform considerably well. The LgCaps that remain on their D-Line will make up one of the best units in college football. They are still talented and well diversified at every position, and anyone predicting their demise is wrong. It's still a bull market for them, and their forecast is pretty darn good. Keeping everybody happy is their biggest challenge. I wish we had Clemson's problem. We don't ... not yet anyway, so measure the trash talk carefully. I don't see a crash in their future any time soon.
As a former investment consultant, I once had a client who fired me because I only got him 24% that year. It was in the mid-late 90's when one segment of the market (LgCap stocks) dominated for 3 years straight with returns of 30%-40%+ each year. If you were diversified over domestic and international Lg-Mid-Sm Cap stocks, and bonds, which is one of the safer ways to participate in the market, your returns were considerably less than if you had 100% of your assets in LgCaps during those years. I explained all of that to him, but he was delusional, and moved his account anyway.
Clemson's football team is kinda like that. They got rid of the players they didn't expect to perform well enough. Sure, they may have lost one they wanted to keep in their portfolio, but they have plenty of others. Past performance is no guarantee of future results. We know that better than anybody; however, I (along with many others) believe they will once again perform considerably well. The LgCaps that remain on their D-Line will make up one of the best units in college football. They are still talented and well diversified at every position, and anyone predicting their demise is wrong. It's still a bull market for them, and their forecast is pretty darn good. Keeping everybody happy is their biggest challenge. I wish we had Clemson's problem. We don't ... not yet anyway, so measure the trash talk carefully. I don't see a crash in their future any time soon.
