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Bears Are Back

The Compound and Friends

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Navigating Market Dynamics

This chapter analyzes the current state of the stock market, emphasizing the disparities in sector performance and the challenges faced by individual stock pickers. It explores the implications of recent market rotations, particularly into small-cap stocks, amidst changing analyst ratings and central bank policies. The discussion also reflects on the unpredictable nature of investment returns and the impact of global economic shifts on market strategies.

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