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Hall of Fame Bull Market

The Compound and Friends

Interpreting Stock Market Trends in Different Interest Rate Environments

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Analyzing the performance of treasury yields during periods of falling and rising interest rates reveals surprising insights. Despite common belief, the S&P 500 has shown positive rolling one-year performance in the past 10 years, defying expectations tied to Federal Reserve actions. This challenges the conventional wisdom of market optimism during Fed rate cuts and hikes, emphasizing the significance of fundamental analysis in understanding market trends.

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