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Robert Armstrong dissects the most important market trends and discusses how Wall Street's best minds respond to them. Sign up here to get the newsletter sent straight to your inbox every weekday.
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And a few words on gold and bitcoin
Don’t underestimate the best companies
And a few more words on margins
They are rooted in fundamentals and the rise of big tech
What to watch this earnings season
And China’s consumers
This is no bottleneck
And some thoughts on quality
Where stagflation hits hardest
Super high margins can’t last for ever
And two readings of the strong dollar
Real financial innovation does not increase costs
Rising rates don’t have to crush stocks, but they can
And back to the ’50s, again
How the Fed surprised no one
The bottlenecks are not going away
The main worry is growth, not contagion
Slower growth, but solid growth
Euphoria is fading as profit growth plateaus
And the ESG gravy train
And more on taxing buybacks
The Dems come for a Wall Street favourite
And who cares about payment for order flow?
And final notes on private equity
Punishing foreign investors costs the Communist party little