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

Lead-Lag Live

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The Importance of Predictive Power in Market Analysis

The real narrative that matters is you have a lot of zombie companies which probably are not going to be able to roll over their debt and survive on higher rates. The question is, can those smaller cap companies on these higher rates roll over that leverage and survive? And that's why I think this is- It's funny because that was the correct narrative at the start of the year and at the end of last year, but somehow everybody forgot that now.

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