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We Have Lost All Sense of Decorum
The Compound and Friends
The S&P 500 Quarterly Bottom Up Earnings
The speaker experienced a significant drawdown in Nvidia's stock./nA former hedge fund manager advised the speaker to sell Nvidia./nThe earnings recession discussed is backward looking and may have reached its bottom this quarter./nThe focus on the earnings recession is no longer relevant and was more of a story in 2022./nStocks fell due to the anticipation of an earnings recession.
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