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Ghost of Igloi
RE: Down goes the Dow...but when?
Ryan,

You do have INTC, AAPL and XLK all in the technology sector. I wonder how the most recent quarter would have been without the Samsung battery issue. Perhaps the AAPL advantage may have reached natural limits?

As you know I have significant concerns about equity valuations. If those concerns are only partially realized having liquidity will be an advantage.

I think you have more than adequately balanced the pros and cons.

Best,

Igy

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