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Santiago R Santos
@santiagoroel
Over the years I’ve doubted my investing process more. Why? Because I was lucky being early and investing thru record low interest rates/liquidity boom - that was a big driver of returns. The next decade will require a different framework and for that I’m constantly going back to the drawing board.
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Mathijs
@mathijs
Shifting mid bell curve? Debt death spiral - Brrr - quality assets ⬆️ After new financial system ➡️ mid bell curve
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