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Retiring Early On Dividends With Mark Roussin

Lead-Lag Live

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Do You Factor in Macro Slowdowns?

Home Depot and Lowe's could be having some serious headwinds, assuming that housing keeps on deteriorating. How do you factor in the broader secular cycle with the fundamental bottom up? Macro is something that can't be ignored at a good portion of my portfolio. I see some people want to ask questions. Just follow me and check your DMs and we'll coordinate and then I'll prompt you.

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