Global

It Isn't Different This Time

  • In a spin off the old Wall St adage we argue that the 5 most dangerous words on Wall St are It Isn't Different This Time

  • Of course its different: we are exiting a 100 yr global pandemic while Europe fights & China unlocks a billion people

  • A decade long trend of US equity OP led by big cap growth sucking in global capital is reversing in favor of X US equity

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January 20th, 2023
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