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End of an Empire

The Compound and Friends

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Market Resilience Amid Economic Challenges

This chapter explores the complex interplay between the economy and stock market, highlighting recent unusual market trends and investor concerns. It discusses the implications of rising treasury yields and declining dollar values in the context of potential shifts in capital away from US assets. Additionally, it reflects on societal sentiment post-COVID-19 and chaotic policy-making, speculating on the potential for a bull market as overreactions stabilize.

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