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Betting On Hawkish Fed

S&P 500

S&P 500 reversed from fresh ATHs as spiking yields sent tech packing. Value didn‘t soar, but held up considerably better – still, stock bulls are getting on the defensive. Markets have interpreted the Powell nomination as a hawkish choice. I‘ve written the prior Monday: Q3 2021 hedge fund letters, conferences and more (…) the Fed […]

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