Are We Headed for Recession or Not?
Real Vision: Finance & Investing
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The Real Vision Daily Briefing - What's Up?
Sentiment and positioning are not the same thing. Household equity ownership in the united states of america is right around 30%. So to say that everyone suddenly barishandit may be accurate from a sentiment standpoint, but they haven't made enough of an acid allocation pivot for such a scenario. If you want the porfolo construction, then i can say at least it's worth having few bons in your portfolio ind such snario.
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