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Mr Blonde: What's Ahead For The Stock Market Over The Next 3-6 Months
Market Depth
Is a Fed Pivot Bullish for Valuations?
I think we're in an environment where risk sentiment is low and earnings are deteriorating. It's not that simple as to say that a Fed pivot will be bullish for valuations. Unless multiples expand very fast compared to what the forwards are implying today, you are looking on something that will probably lose your money from a long position.
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