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Truss Resigns as UK Premier After Tax-Cut Backfire
Bloomberg Businessweek
The S&P 2023 Numbers Aren't Right.
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I think it's the most over-discussed topic in the market. If 2023 is a recession year, then you don't want to be putting a P multiple on that number. I think we probably have had a regime change where it's now going to be more about value stocks. Europe and Japan international stocks look more compelling on a valuation basis.
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