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2min chapter
Bearish but Priced In
The Compound and Friends
The Fed's Tightening Campaign and the Economy
A new super cycle is starting says this macro strategist how to invest look at you out there It was not on the cover. Thank God because I would have become the contrarian cover February 23 What was better what was more important than you that that week? You tell us how much did we price the whole thing in already? The question is how much is priced in okay? And it really comes down to the earnings right and the earnings have held up.
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