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7min chapter
Bond Traders Await US Inflation Data Behind Half of 2024’s Rout
Bloomberg Businessweek
Global Value Investing and Market Perspectives
Exploring the approach of global value investing, highlighting overseas opportunities, valuation differences between U.S. and international markets, risks of high margins in the U.S., and the impact of inflation and fiscal deficit on market normalization. The chapter also analyzes investment opportunities in US companies like Berkshire Hathaway and Howden, discussing their unique strategies and long-term potential.
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