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L’Oreal Sales Surge, Netflix Falls, Israel Hits Back

Bloomberg Intelligence

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Navigating Market Fluctuations and Portfolio Allocation

Exploring market reactions, anticipations of drops, leadership shifts, and the importance of adapting to changing conditions like the 10-year pushing 5%. The chapter covers portfolio allocation strategies, emphasizing a 60-40 split between equities and bonds, advocating for alternative investments, and discussing the impact of lower shares in equity markets and the attractiveness of private investments.

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