Who’s Making Money?

“Hey, McCleery,” the old man whispers in a way that makes me feel like what he is about to say is illegal. “Tell me, who’s making the money these days?” No “Hello”, no “How’s the family?” – no nothing. All I hear is the same question I hear a few times every year from a grumbling veteran Norwegian investor who only half-follows the sector these days. “Well…” I begin, but

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