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Buy the Election, Sell the Inauguration

The Compound and Friends

CHAPTER

Navigating Market Valuations and Sentiment

This chapter explores the complexities of assessing current market valuations against historical trends, using Costco as a case study to illustrate risks associated with inflated stock prices. It highlights the shifting investor sentiment, contrasting bullish and bearish outlooks, while emphasizing the essential role of valuation in navigating market corrections. The discussion also addresses the potential impacts of economic indicators, trade policies, and Federal Reserve interest rate cuts on investment strategies and market behavior.

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