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Shattering Overconfidence: A Fresh Look at Investing Success with Yours Fewly

Lead-Lag Live

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The Path to Recovery for Equities

I suspect it's going to be more into treasuries. A lot of people are betting on small caps recovering in a sustained way. I'm not so convinced. You've never had as much idiosyncratic risk in the S&P 500 like YouTube now that put out tweets like 25% of the S-P is five stocks, my five stocks. Like that's never happened for it. This is a diversified portfolio having company specific risk is pretty wild when you actually think about it and pretty dangerous.

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