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129: Market environment, Feb ‘22

Zero to Infinity

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Is the Retail Trade Going Up?

I think people will look for the heaven of growth and a lot of capek cycle. Government has never collected this much tax. The fiscal deficit is on digitl i really believe. I you are in our business, yo, bunch of these companies, rasor paver, it has inflected like anything. So it may be here to stay. But recognize that most of the money comes from the top us. You know, europe, largely us. That will be a liquidity driven correction ininda my view.

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