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Kiril Sokoloff (13D Research) - An Insidious Environment

Far From The Finishing Post

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How to Identify Trends, Themes, and Paradigm Shifts

Timing is everything. Don't tell me what to buy. Tell me when to buy it. I've been pretty good on timing. Getting out of a cycle is very, very difficult in the late 1990s. Uranium, which we got into three years ago, was hated. You may have just wasn't going to go anywhere. And it's been a phenomenal performer.

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