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Bearish but Priced In

The Compound and Friends

00:00

The Nasa 100's Valuation Reset

Investors are flocking to the non cyclical growers with proven free cash low growth and good margins. The market is perfectly capable of looking through an earnings decline if they see that the liquidity environment is going to bail them out. If you're a long-term investor people talk about the earnings cliff. It's a valley Yeah, it's not a cliff. There's a cliff on the other side.

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