Share this postConsider the Good & the Ugly but Avoid the Badtomiiacademy.substack.comCopy linkFacebookEmailNoteOtherConsider the Good & the Ugly but Avoid the BadJohn KimNov 13, 2006∙ PaidShare this postConsider the Good & the Ugly but Avoid the Badtomiiacademy.substack.comCopy linkFacebookEmailNoteOtherShareNovember 13, 2006 -When an asset class has been downtrodden for a long period of time, I tend to look at it and assess whether conditions have changed that now favor an awakening from long periods of…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign in