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We Have Lost All Sense of Decorum
The Compound and Friends
The Challenges of Value Management
It's been not just a challenging year for value managers but for any stock because if you're not equal weight Apple or Nvidia and how can you be you can't be overweight. There's like, I don't know what sort of constraints are on mutual fund managers. Goldman Sachs chief economist Jan Hadsius quote, we are cutting our probability that a US recession will start in the next 12 months to 20% from 25%. That's just science.
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