@institLPGP@ebitdaddy90 Read last 12 transcripts and find how management answers evolved. Pick quotes with nuanced changes to answers to the same question. Compare how risk factors evolved in last 6 10-Qs and build 5y financial model (the three of them) and project next 3
@ContrarianCurse PIMCO and Blackrock because they believe real rates of 1-2% are ok and insurance companies that are no longer underfunded. That said they should rebalance to equities