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February 2016

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February 2016
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#49
02-16-2016, 09:41 PM

Why we're still mostly in cash here:

Rule No. 1: There Are No Good Companies
Rule No. 2: Horrible Companies Become More Horrible
Rule No. 3: Emerging Markets Don't Exist

3 Rules for Surviving a Bear Market - TheStreet

Even if we think we've found at least two good companies (ELLI and SKX) and hold some positions in these.

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