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A Very Tom Lee Christmas | What Are Your Thoughts?

The Compound and Friends

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Technology, Energy, and Industrials to Lead?

The median P.E. is between 18.5 to almost 20 times depending on if you're doing tightening or non-tightening cycles. The world has been experiencing a shortage of prime workforce growth and the only way to solve that while population growth is still strong is to find non-human labor, digital or capital-based labor. So I think tech is really the way out of companies experiencing future inflation. That's what makes technology work next year.

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