global in new generation

Namtan
11-19

Dear Papa j.son Evelyn Mr.Ma Mr Li Martin FCA trans union Natwest acerorate Barclays Alibaba V12and many more who is supporting Sirilak and Mustafa and family I would love to say thank you we working hard together so far and in 20 years future if slSirilak still alive I am glad I am here to work for all of you and this world this is following my heart that my God father monk says after she 43 she will work for Buddha this mean my life will be in the safe place with all your warm love I will look after it and returned this money to be profits in a best way clean and clear I will never give up ,xxx

Market Master 101 | Howard: Where Do We Stand in 2025?
In his recent memo to Oaktree’s clients, Howard Marks outlined his views on the current high levels of the market. He believes the market has not yet entered a phase of irrational exuberance, but still advises clients to adopt a Level 5 defense (reducing aggressive positions and increasing defensive holdings). What do you think of his views on the valuations of the Magnificent 7 and the S&P 500? How is your own portfolio allocated right now? Since the market is at elevated levels, should we be holding some defensive assets?
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