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Bearish but Priced In
The Compound and Friends
The Fed's Last Hike
There is absolutely no predictive power in knowing that the Fed is about to stop hiking rates. The market can and will look through an earnings valley as long as the Fed is pivoting through a more friendly liquidity environment. Over a 12 month outlook in terms of what the S&P 500 will do so again the market's driven by the fundamentals of earnings and liquidity.
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