40sec snip

The Compound and Friends cover image

Michael Cembalest Returns

The Compound and Friends

NOTE

Trade and Investment Insights

The need for defending the RNB in trade may lessen over time, indicating that changing investment portfolios based on debt issues and geopolitics has been seen as a mistake by some. While these factors may currently be the biggest distraction to investing, there may come a point where they will have an impact on the markets even if not directly.

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