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The Tech Wreck Rally With Samantha LaDuc

Lead-Lag Live

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The Market's Acting Reflationary, Right?

The market's acting reflationary, right? Which is a word that's weird to say in the context of high inflation. I'm still of the opinion that we're going to have this Peter out. Earnings recession is not done. Peak valuations are already triggered. And as healthy as many companies seem to be holding up in their equity prices, underneath the surface, that one chart shows me very clearly that as a bear, I do not give up.

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