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Showing posts from October, 2023

WM 29 October 2023

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Quotes Lessons & thoughts      Macro news Money GDP CPI Demographics Geopolitics Happy people Yield curve and asset allocations FX Precious metals Crypto Fixed income Real estate Equities      1987 crash all over again? 1929/2023? Or just a correction In a secular bull market? VIX Commodities Exxon & Chevron make megadeals Renewables Metals Themes, Sectors & Corporate news