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The Fed's Dilemma
The market is in this irrational type of stampede. It's not easy from being a long short fund manager. I really like to see the market see some of the irrational bubble burst here. And, you know, maybe it's going to be the Fed. Maybe the Fed's going to tighten again in September. That would probably spook a lot of people. But if anything, they're not cutting rates.