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Is Liquidity Important?
Tous: Even if you are of the mind that thinks yo're going to get ugly, what do you do with that? So ugly, ugly means of recession. Position wise, i lean more towards growth. But as a long term invester, i understand that i need to have patience. You moderate your return expectations, or you lengthen your time horizon for things working out. Bet, i think this is obvious, but its overlook. It's much easier to stay invested than to call the tops and bottoms what we jawi.