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The Secret Formula: A Four Quadrant Approach to Investment

Real Vision: Finance & Investing

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The Cyclical Upswing and the Narrative

The labor supply growth isn't getting anywhere, as basically, birth rates ar dropping. The productivity of these labor force is also not going anywhere. And you might argue that the economy has gotten an overhang of debt, private and public debt. Together with the labor market, credit ation has decelerated from the last quarter of 20 20 all the wayinto 20 21.

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