What if oil stocks have become the tobacco stocks of our generation, the ultimate compounders
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2
The Fed might have signaled a shift in their reaction function and markets continue to be driven by squeezy, systematic flows
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2
Equity valuations always reach their lows before earnings trough
5
3
The shadow of stagflation looms over the economy and markets
3
The Fed let the central bank genie out of the bottle
1
A 75bps increment shortens the runway for a “soft landing”.
1
China tech offers tremendous growth at deep value. Careful though, if not a falling knife it definitely is a sharp object plummeting.
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2
China tech offers tremendous growth at deep value. Careful though, if not a falling knife it definitely is a sharp object plummeting.
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Going John Galt