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Mailbag, incl: How long should I stay in cash? November 9, 2025

1 tim 31 min•8 november 2025

– Is it good or bad if governments take stakes in private companies?

– AI deals are booming… What do I need to consider?

– What happens when CBOE expands here?

– How long should I stay in cash when the market is expensive?

– How do I choose which business to buy?

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