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The West's Dependency on Chinese Metals Left the Room with Hu Jintao

Mining Stock Daily

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The QE Brain, the Tech Investors, Were Conditioned After a Long Bull Market

We are conditioned after a very long bull market to sell cyclicals at low multiples. But then the tech guys, whenever there was a difference, like, oh, buying opportunity. So this thing, you know, I stuck with my view that we're heading into a stackflation environment. Even though I'm still very convinced that this is remains the playbook, how the market trades is very different than what I think.

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