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23:12
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Originally posted by Pioupiou:
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You are right - it's the big numbers that conduce to being able to use analytics so effectively. With IMF in the past the NPAT could bounce around a great deal, because even if the ratio of wins over say ten cases were constant, every year was very different because the number of settled cases was less than ten, so instead of thinking in 12-month stints, it had to be 36 or 48 months with SP wobbles being normal. I did think at the time that I should get in and trade on the wobbles, but I did not pursue the idea. I'll switch the conversation to the OBL subforum when I have more to write about.
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Do you mean bonds are an issue in debt buying because it is more certain and longer dated finance than bank debt? A longer leash so to speak for KMP?
(20min delay)