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Another useful and timely presentation from Fritz. Many references to WSJ articles are helpful in getting a point across. Fritz refrains from making predictions but carefully lays out evidence for us to make our own determination of what might happen, and why. Also gives us adequate data points to draw conclusions that seem apparent. Very good use of graphs and charts without getting too much into the weeds as other presenters might. Cleaner and simpler presentation. Thank you.

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