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It’s GLD, b*tch!

The Compound and Friends

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The S&P 500 Dispersion Shot

In 1999, there was no reason to even show up to work if you didn't own tech stocks. But then Josh, what happened after that? We had a beautiful bull market in the 2000s into 2007. Energy, financials, Merrill Lynch, Bear Stearns, Lehman. This is exactly what this year is about. David Einhorn is up 36% this year. That's crazy. And we haven't seen that 20 years.

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