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So like the rest of us, you are confused.com! Pandemic uncertainty continues to roil the ability to hold conviction...The bearish view that I have talked about for the past 6-weeks has been epic fail and I would be lying if I did not confess that Barry's 3m adage is whispering in my ear...

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I am definitely subscribed to confused.com! I acknowledge the market trend looks strong. I understand the behavioral impulse for that to continue. However, I still see risky assets priced for perfection with what looks like a path that has more things that can go wrong than right.

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