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Ed Clissold's Exclusive Interview: Unveiling the Future of Investing & Key Sectors to Watch

Lead-Lag Live

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The Contrarian Argument for Negative Data

Last year, stocks and bonds were down at least 10% all the way back to the 20s. The length of time that data is bearish should make it a contrarian tell only from the standpoint that most investors couldn't do anything about it. "There's so many different groups" when you're talking about investor sentiment: hedge funds, traders, even kind of long asset managers.

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