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1. A short term one-off opportunity is as important as a long term one. Want to take your truck and go sale a hundred generators? Could work, but it would work way better after a hurricane.

2. A bank-run is a good thing. It permits to see which banks have overextended themselves and, ultimately, punishes them (unless you have a government giving them cash through the backdoor...). It's like going to the dentist. Not necessary pleasant on the spot, but it can save you a lot of pain later.



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