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No way. Just some days ago i thought about your substack and the recent silence. I was actually contenplating writing you an email, asking if you are alright, considering the market has been a dumpsterfire so far.

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Thanks for thinking of me.

Fact is that the junior market has been a combination of depressing and uninteresting for the last few months. It will likely perk up later in the summer and into fall, but I really saw no point in posting "Gosh the market sucks." But there are some good stories out there and very reasonably priced. So I am back at it.

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