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The Compound and Friends: Living in a Post Cycle World
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It has been a while since I contributed some thoughts on equity markets and stocks:
1) The market at the index level is expensive and consensus. The biggest tech companies have a blend of overlapping competition and rising cap ex and outside of AMZN feel uninteresting to me.… x.com/i/web/status/1…
— Ricky Sandler (@rsandler21969)
2:06 AM • Oct 10, 2024
Dr. David Kelly
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