David Orr

David Orr

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I back investors who generate 25%+/year alpha over a statistically significant sample on a live money account, not back testing.

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The market's perception is way off on the loan market. They think it was pretty bad. But it's beyond toxic. I think it could hit all those insurers that the PE firms are stuffing the loans into. That'll be my next hunting ground. It could be a catastrophic meltdown.

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