I have lost complete faith in any expert opinion expressed in public, be it Jeremy Siegel saying the market will rally 20-30% from here in 2 years, or Nouriel Roubini and a million other folks talking about an S&P trough of 3,000 or lower. I have come to learn, through experience, that you can only trust what you hear in closed, private circles.
In that spirit, I'm curious to know what the internal sentiment is at your funds right now. Please share if you're comfortable.
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