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Dan McMurtrie
SuperMugatu
1/4 baked concept:Something is happening where “regulatory capture” is becoming “society capture”When society’s attention shifts to a single focal point (online), enforcing rule of law shifts from attempting to control
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Reminder: The delta in labor cost is less significant than the rate of change of technical skills in Emerging Markets. The fact that the rate of change is very high
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There is a documentary series about Monty Python on Netflix that is tremendous. Strongly recommend. Relevant if you’re a fan of business stories or comedy. Lots of little gems. -
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The market is probably correctly pricing virus re closures as forcing expanded UI, more fiscal support etc. SPX will correct to 2600-2900 if it has to force Congress. Base valuations
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