The Man for All Markets

I would buy some things that would strike people as odd Mm-hmm. I don't think it makes sense to say that today whatever data point we're on is more accurate than our estimate of the long-term average so um If they can survive and stuff right. There's other ones where I would disagree because like uh an example was there was a company that was cheap that did offshore  and you have no idea if it would survive long enough to be in a good market. Um, it's maybe a good speculation. With frost I would plug in three to four percent like I was in favor of plugging in three percent fed funds You don't you have to kind