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Reckoning is analysis, not investment advice, and nothing in it is a recommendation to buy or sell anything. I invest in the sectors it covers; my positions are declared at the top of every issue and on the disclosure page. Some positions are held through vehicles whose terms bar naming the company: those are disclosed by number, not by name, and where one sits in a company an issue covers, the issue makes no forecast on it and says so. Nothing here draws on information I hold under confidentiality: every figure and every forecast traces to the public sources listed with the issue.