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馃敶 For Now Bad News Is Good Again – Ep 851


路 Dow has best October in its history.
路 Rotation continues from growth to value stocks.
路 Market is priced for perfection with anything but perfect circumstances.
路 Inflation will never go back to 2%
路 Amazon, Apple, and Netflix disappoint investors.
路 Meta and Alphabet hurt by dried up advertising.
路 Consumers need to save now and buy later, not buy now and pay later.
路 Elon Musk buys Twitter and thanks Peter Schiff.

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