2min chapter

The Compound and Friends cover image

Never Buy New Lows, Never Short New Highs

The Compound and Friends

CHAPTER

Are You Selling a House to Buy a House?

The financial rally seems to have petered out. The curve deepening, stopped and started to flatten. If we start worrying more about a recession, then where do you cycle to? You cycle back to reliable growth. We seem to have hit a turning point in value versus growth in the last week.

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