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TIP559: Mastering the Market Cycle by Howard Marks
We Study Billionaires - The Investor’s Podcast Network
The Limits to Negativism
Including a higher level margin of safety is important in good times/nEmergency funds should be larger than your gut instinct tells you/nWhat you think is unlikely could still happen/nSkepticism and pessimism are not the same thing/nContrarianism is essential for investment success/nResisting the wind is better than succumbing to it
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