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The Importance of Plain English Institutional Research
I've gently found that there's a unmet market for kind of sophisticated retail or plain English institutional research. A lot of the investment research dedicated towards retail tends to be sensationalist, generally low quality and so one of my approaches was to basically, you know, take institutional research and put it in a plain English. It's not just taking institutional and giving it to retail, it's taking institutional and then just covering it in plain English. And I find that very useful as well with Ray Dalio's research on the long term death cycle.