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Where is the Crash?
The Compound and Friends
The S&P Net Profit Margin
Investing cautiously while being 100% invested is a good strategy to win. The speaker has been doing this for 10 years./nResilient businesses are preferable over owning bonds or optimizing to some economic view, according to the speaker./nIndividual companies are seeing a steep decline, possibly due to the debt that cannot be rolled at prevailing rates. Commercial real estate and real estate stocks have also declined drastically.
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