Inflation Cools & Big Tech Breakdown
MRKT Matrix
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The Bears' Advice to Investors
The environment that we are in is about as messed up as I can remember from an economic standpoint. Many investors who took the advice of the bears will have lost two thirds years of equity returns. This guy's a smart guy, managed a lot of money. He doesn't get too defensive when things are getting worried and he kind of, you know, depends on the way. The sentiment is unusually bearish for a market that is really trying to tell you that we're out of the woods at 2022.
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