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How to Timing a Stock Right on the Short Side
The macro team is obviously a full-time job doing this across 50 countries now. I push the analysts to get out of ideas that worked in quad 4, for example,. utilities work, consumer staples work, housing stocks work. And then so with this macro framework, do you apply kind of that micro framework that inspired it? You go back to that revenue rate of change cash flow to look for individual stock ideas?"