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The Great Liquidity Debate | Michael Howell & Andy Constan

Forward Guidance

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The Bearishness of Stocks

Inflation has fallen back down substantially. If inflation is negative and you have deflation or recession, stocks are not going to do well. I don't care where I make my money, but I'd like to make it in the relative value of those two trades. The best opportunity in markets that exists out there right now is to take a short in both.

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