3min chapter

The Compound and Friends cover image

The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)

The Compound and Friends

CHAPTER

The Real Importance of Buybacks in 2021

Financials are big beneficiaries of buybacks and that those got suspended. However, I think that's going to be a big theme in 2021. The House was very important because it was a repudiation of the extreme left just like not a landslide on an incumbent president is a repudiated of the far right. It basically opens the door taking neutralizing those extreme risks, open the door to focus on what we know.

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