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Do Valuations Matter?
What Goes Up
Are We Going to Be Able to Buy the Dips of Everything's Going to Be OK?
20 20 was year where every chart we like to look at was, you know, basily ruined for life. We've never seen some of these things that we saw during the pendemic and the aftermath. Does that kind of affect your confidence in this academic approach, you have to mark its, or does it make you believe in them even more? "I almost seems like a little bit of being risk overse makes sense in this environment," he says.
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