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Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong
Forward Guidance
Market Correction and Positive Economic Indicators
The speaker believes that certain assets that went parabolic in February and March need to correct further, such as Nvidia, SMCI, coins, etc. However, they see other areas of the market performing well due to strong GDP and low unemployment rates. Although concerns like credit deterioration exist, the speaker highlights positive indicators such as low unemployment, strong growth, and controlled inflation rates below target levels.
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