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#4: Bill Fleckenstein on Central Banks, Financial Bubbles and White Burgundy
Superinvestors and the Art of Worldly Wisdom
The Cycle of Semiconductor Stocks
I haven't seen a cycle in my last 20 years where they've been so willing to ignore these signs. These signs would normally start to matter but in this cycle nothing seems to matter. It's fascinating to watch people forget that semis are so cyclical they're cyclical businesses. And they're trading today as if things are going to be great indefinitely. But for right now nothing matters.
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