2min chapter

The Compound and Friends cover image

Sentiment Rally

The Compound and Friends

CHAPTER

What Does the Price Tell You?

Last year international stocks outperformed the US. And there was a huge bottoming process in Chinese equities, which I think, when did that really take place? Would you say October, November timeframe? Probably November. How should we think about 2023 from the perspective of somebody who's allocating all over the world? "There's not going to be a lot of really strong growth for China or for the world"

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