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The Warnings Don’t Go Away Because The Market Goes Up

MRKT Matrix

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The Stock Market Is a Forecasting Mechanism

The economic news still needs to come in weaker, and that's kind of to be expected. The stock market is a forecasting mechanism. And i don't think looking at the s n p 500 is a barometer of how, you know, like corporate earnings. If we have this stagflationary environment, it's just not going to be a great environment for stock market returns.

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