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Someone Is Blowing Up
The Compound and Friends
Stocks Always Lead the News, Right?
Stocks have been trading terribly since last fall, warning ofh bad news to come. Now they're figuring out that first quarter may be the last good quarter of earnings as higher costs and increased recession risks weigh on future growth. We haven't seen inflation change people's spending behaviour yet. So you might not see the same level of margin compression that you have historically seen as a result of inflation.
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