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lazyday

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  1. This might be mostly about energy companies. Here’s the source of Chart 4, and a description of the index used for “Commodity Stock”: http://blog.gorozen.com/blog/commodity-and-natural-resource-equities-undervalued-versus-broad-market https://us.spindices.com/indices/equity/sp-north-american-natural-resources-sector-index
  2. From Bogleheads: Does anyone know what historical recovery rates have been for subordinate bonds in the financial sector?
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