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Unicorn Hunting Season
- Today's note is about a big change in sentiment in private and public markets
- It's Unicorn Hunting Season that happens at the end of every market cycle
- The two most important issues today (from the Ten Issues yesterday) are China US trade and Trump impeachment.
- This note doesn't have some of the usual programming as I wanted to highlight this change in risk sentiment
- We are doing a short interest webinar tomorrow morning at 9am EST. This is an important webinar since there were a lot of changes in short interest