The Compound and Friends cover image

Somebody's gonna be wrong

The Compound and Friends

00:00

The Breadth Thrust

For stocks to take out the October lows, it won't be there won't drift there for no reason. Does there have to be a big black swan event? No, I'm not saying that. Probably not. There will be headline events. And I cannot imagine six to 12 months from now seeing headlines that say something like Fed raises rates and we trot merrily off into a new book.

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