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I have found that there is only one fool-proof, can’t-miss answer…

I just want to say thank you to everyone who sent a note

allocation decisions are often driven more by relative value than absolute value.

I’m old enough to remember when oil and gas names couldn’t get themselves arrested on Wall Street

So the question is, when we revisit support, will it hold? And what will (most) people do if it doesn’t?

I am failing as a leader of this organization and I can’t wait for circumstances to change on their own.