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4min chapter
Beware an 'Inflation Head Fake'
What Goes Up
Is There a Bare Market Rally?
i think in one of your recent notes, you said there may be more head winds ahead. And i want to ask you what those are,. I mean, if we think about, you know, some of the things that could suddenly become additional head winds. Things like a change in the us. Dollar, things like a loss of pricing power are all additional headwinds That we just don't hear some of our clients who are buying into this bullmarket rally or bear market rally talk about.
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