So far, we've caught biotech (wildbill), biotech (desire) and shipping (zeno). (So far as dildonics, I suspect Sklansky has made the common beginner's error of confusing "anecdotal evidence" in his personal life with a meaningful "statistical sample.")


Using Richard Dreyfus' method from "Let It Ride," I'm instantly skeptical of biotech. But I am inclined to bite on Zeno's WTO/Internet/trade/growth shipping argument. It makes sense that more trade opportunities will be discovered at a rising rate. And Tom Haley could be wrong in assuming that there are enough "competitors" with truly global reach.


So, what's wrong with shipping?


eLROY