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Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else
Real Vision: Finance & Investing
Asset Performance Analysis: Crypto and Technology Outperform Non-Secular Trends
Crypto and technology were the only assets that did well since 2008, while real estate, S&P, and gold performed poorly/nSecular trends seem to be the key to outperforming the Fed balance sheet/nIn addition to gold, there are only a couple of assets that can really make money in this type of market
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