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MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
Macro Voices
The Bear Market on the S and P 500
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I don't know if we' down exactly the 20 % on the s am p you need to call the bear market. Equity markets that are priced not crazy expensive, but they're not super cheap either. The trade to day is to be overweight emerging markets and under weight the s m p 500. If there's good news going to come, I don't think it's going to come from the us.
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