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GM52: The Re-Emergence of the Bond Vigilantes ft. Ed Yardeni

Top Traders Unplugged

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Analysis of Equity Valuations and Market Outlook

This chapter explores the potential impact of onshoring on corporate profit margins and equity valuations. It discusses the outlook for a rolling recession with decreasing inflation and emphasizes the significance of the mega cap tech companies. Opportunities in energy, financials, and technology sectors are also highlighted.

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