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They don't usually ring a bell at the top, but...

The Compound and Friends

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Trade-Offs in Investments and Market Reaction to Inflation Data

This chapter discusses the trade-offs in investments, the recent market reaction to inflation data, and the potential impact of additional rate hikes by the Federal Reserve. They analyze various statistics and numbers related to market trends, express concerns about inflation lingering above 3%, and highlight the worst-case scenario of an unexpected rate hike. They also mention the performance of stocks like ARK and the Ross 2000, and discuss the correlation between stocks and bonds.

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