Bloomberg Businessweek cover image

Ukrainians Are Crowdfunding Their Defense

Bloomberg Businessweek

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The Impact of a Fed-Granted Federal Reserve

I think recession is the most likely outcome. The biggest beneficiaries from a generous Fed, as I've been saying for the last 10 plus years, are the companies that need it the most. There's value in tech though. Some of the software names that do produce stable cash flows are potentially being undervalued today.

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