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Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon Earnings

The Compound and Friends

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Navigating Market Paradoxes

This chapter analyzes recent stock market trends, contrasting short-term surges with long-term forecasts amidst economic uncertainties. The discussion highlights the unusual behavior of investors responding to tariffs, trade developments, and earnings outlooks, drawing parallels to Schrodinger's cat to illustrate the unpredictable nature of market outcomes. Insights are provided on sector performance disparities and the importance of maintaining a calm investing approach during volatile times.

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