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Are Bonds Competition For Stocks (EP.297)

Animal Spirits Podcast

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I Don't Read the Buffett Letter This Year, but I Still Like It

The consensus has been systematically too bearish on the economy for the past 10 months. Fidelity is hiring 4,000 new roles. How about that? Nice. We're growing. It didn't feel like a slow news week. The data is too strong and the market is reacting appropriately in my opinion.

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