MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
Macro Voices
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The Big Problem Is Maybe We're Not Wrong, We Are Just Early
The big problem is maybe we're not wrong, we're just early. If you've been trying to play energy through the futures, it's been painful. Last year, that was the only way to be up was to own energy stocks. And this year, they're still doing okay. So for me, I think the energy stocks is you're paid to wait and at some point, you will get the pop.
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