You can lead a team in a lot of different ways. It can be talking to somebody who is down or, during the course of a game, looking to penetrate and then dropping the ball off to someone else for an easy bucket.
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Over and over again, financial experts and wonkish talking heads endeavor to explain these mysterious, 'toxic' financial instruments to us lay folk. Over and over, they ignobly fail, because we all know that no one understands credit default obligations and derivatives, except perhaps Mr. Buffett and the computers who created them.