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We Are Ready For Prime Time
The Compound and Friends
The Fed Shouldn't Pause
The S&P 500 has averaged a 6.7% gain in six months following megacap outperformance streaks, according to BMO Research. When the new leadership is so narrow, it doesn't usually fall apart and the rest of the market tends to catch up. But we have to be right on that call as well: Oil stocks are the worst. China just entered a bear market. The bear economy is the slowest we've seen in our lives. And what the Fed is looking at, lagging indicators.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode