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| Get out of your Skinner Box |
1/6/19
December 2018 Chicken Little Portfolio Performance
On October 8, 2018, I wrote "We sit less than 2% from an all-time high in the Dow, priced for perfection on the precipice of ruin." A modest ruin followed this prescient warning, and the Chicken Little portfolio was positioned correctly to make money from the decline.
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| Risk assets plummeted in late 2018 |