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Chinese tariff deal - The devil is in the details.

Dec
13

Announcements by both the US and the Chinese were made today about the first step to a tariff agreement. 

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Investment - There aren't always great things to do....

Dec
13

“There aren’t always great things to do, and sometimes we maximize our contribution by being discerning and relatively inactive. Patient opportunism – waiting for bargains – is often your best strategy.”

― Howard Marks

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