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Sentiment Rally

The Compound and Friends

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China's COVID Situation - It's Bigger Than That, Right?

"It's a lot of dominoes. It seems somewhat sustainable because it is not just stock prices rallying, but it's being accompanied by these dominoes falling the right way," he says. "Some of the big, the big bad stories that the macro focused bears were harping on last year, I don't want to say they've completely gone away."

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