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Alan DeBoom's avatar

One of Simplify's ETFs, NXTI intangible core, has an interesting layer to add on top of value. Their idea is that corporate assets have have changed from brick & motor. It invests in high intangible assets to book.

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Maximus's avatar

Looks like an awesome view

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Milos's avatar

Ferg, go to Perast, you won't regret it.

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The Firestarter's avatar

I just finished one of Howard Mark's excellent books.

The whole “Cancellation of Recessions” narrative would fit right in—as both a fallacy and a flashing indicator that a major recession might be lurking just around the corner.

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