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We think we're heading into an 80s and 90s type environment where it's a Warren Buffett slash Peter Lynch type world where you buy good companies and you stick with them.

We live in a world which is more and more weightless,

intangibles are such an important part of the economy.

I think it's pretty clear that if you only looked at the economic data and not at the markets the Fed would be raising

rates in March. Bloomberg surveillance your link to the world of

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