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Calibrating the Showerhead (guest: Kuppy)

The Market Huddle

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The Value Stocks in Quotaq, Value Investors

A lot of these funs cut back their exposure dramatically in c two, so that by the 13fs and c two, they'd take an exposure down a ton. Then everything bounced, obviously, in july and august. And i bet you they they chased and bought a punch back, right? Omis just, look, when you're down 20, youh've a fighting chance to make it back. When you're down 50, like you're gone. You can get redeemedi gong toget redeemed badly. So your argument of that, like the ship that's rallied during the summer, that's a fleeting and you could see very well see new lows.

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