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XAO & lots of other markets are looking reasonably grim - yet I'm still happy holding and adding under 5000. Actually regard current environment as a lucky return from holidays but when I'm so out of sync with the market I know its time to really start examining my Biases.




A snippet pulled from DS thread relevant here. Good points hope it generates discussion.


Has been thought about by me (short story, if you include currency a lot is already priced in for AUS - not worst case, but a lot and currency will do more work if necessary)  A unexpected steep increase in bad loan provisioning is the biggest thing that could require more index adjustment IMO. But now is not the time for me to be re-enforcing my opinions so that's about as far as I'll elaborate.


thoughts anybody? Selfishly seeking alternative perspectives to quietly think about.


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