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The Tech Unwind

The Compound and Friends

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Navigating Market Resilience Amidst Tightening

This chapter explores the Federal Reserve's shift towards liquidity and quantitative tightening, noting unexpected market stability despite its actions. The conversation shifts to the challenges faced by small businesses and the alarming trends in small-cap companies, illustrating the potential recession indicators within this sector. Additionally, investment strategies focusing on mid-cap and small-cap growth ETFs, as well as trends in bond ETFs, are discussed, highlighting the complexities of current market dynamics.

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