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3min chapter
Revenge of the Hedge Funds
What Goes Up
Is the Fed Changing Its Halo?
Tat: At current levels, we would not be meaningfully increasing equity allocations until we have seen more evidence of inflation slowing and economic slowed down. Tat says the time you want to deploy a is when it feels terrible to do so. But one thing that i really like doing right now is pick your favorite ideas in equities.
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