"Investors have now discovered that everything is correlated to the Fed. And they are also discovering that most, if not all, of last decade's investment acumen was really nothing other than market beta and in some cases, nothing other than levered market beta."
— Marc Rubinstein (@MarcRuby) Nov 2, 2022
via Twitter https://twitter.com/MarcRuby
November 03, 2022 at 01:00AM
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