Never Buy New Lows, Never Short New Highs
The Compound and Friends
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Navigating Economic Turbulence
This chapter examines the complexities of predicting consumer demand in the auto industry and the current instability in the food market due to geopolitical factors like the war in Ukraine. The discussion extends to the SEC's climate risk disclosures for companies, analyzing their effects on investor decisions and the rising importance of ESG principles. Further, it explores how major corporations, particularly Apple, interact with global market dynamics and the potential emergence of competing economic blocs shaped by geopolitical tensions.
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