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Decoding Market Dynamics: Predicting Recessions and Mastering Asset Allocation with Aaron Soderstrom

Lead-Lag Live

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The Multiple Expansion of the Market

The market, yes, this accounting mechanism is very true, but it's also a discounting mechanism of what the kind of the popular theory is out there. Earnings really has been, at least for the last quarter, has been flat. And that earnings recession is correlated with an economic recession in big ways. The climbing of the wall worry could take place as those coincidence indicators continue to lag.

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