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The “Short Everything” Trade | Teddy Vallee
Forward Guidance
The Fed Not Getting to 3.5% by the End of the Year
A lot of the equities themselves have re-rated on the multiple front. The next iteration, if we do have a leg down, would likely come from the earnings side. So those are sort of the most interesting parts of the market to me. And just I think until the Fed changes its tone on solving inflation, which they should have addressed a while ago, it's a tough job.
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