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4min chapter
NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)
ACQ2 by Acquired
The Market's Trying to Find Some Level of Homeostasis
The fed would like to stop the experiment of running a massive balance sheet sudting. There's a lot of questions, an uncertainty around how that plays out. The market in particular right now is struggling to find this homeostases point. Fear over high growth stocks tend to be this initial difficulty through rate hike cycles. But then people gravitate back towards assets that are going to grote most value long term.
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