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themgtyesterday at 3:07 PM1 replyview on HN

As Buffett said, "only when the tide goes out do you learn who has been swimming naked" - luckily, skimming the news, there's no obvious huge exogenous macroeconomic shocks on the horizon that could cause "the tide to go out" so to speak, so everything should be ok for now.


Replies

Ekarosyesterday at 7:10 PM

Umm... Couldn't whole Iran debacle be such shock? If the effects are not contained?