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Stocks Rally to Kick Off Q2

MRKT Matrix

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The Multiple Expansion of the Commodity Complex

Carter: The market is discounting max. A lot has been discounted or priced in, meaning these numbers have to be good for this to stay where it is. I just don't see any other way forward than multiple contraction from here. Carter: You know, you divorced the fundamentals as you were on April Fools' Day and that's what we're seeing again.

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