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

Lead-Lag Live

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The Unstoppable Direction of DeFi

I was very adamant saying there's a melt up coming October 3rd last year. The other part that's being missed by a lot of people I think when they talk in those terms is timeframe. How much you own matters a lot more than what you own. Small caps have never at this point in a pre-election year had a return on invested capital so far. Weaker discretionary stocks suggests housing is going to be in trouble. Retailer stocks are weak, NASDAQ bubble around the next hot dot. Meanwhile AI space has real demand and it's not an issue here.

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