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4min chapter
The Big Risk for Risk Parity
What Goes Up
Is This a Conspiracy Theory?
I don't really believe this is a conspiracy, but i could see sort of the monetary and political a coming out like this. By the time the mid term election comes around, everyone's forgotten about this ugly spell in the markets. And politically, it's beneficial to byden and the democrats. I think there we do want to be careful, you know, i wouldn't start overweighing on industrials and materials and financials just yet.
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