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The Latest On Inflation, Omicron, and Fed Tapering

Bloomberg Intelligence

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The Value Trade, Not the Growth Trade, Is Still the Way to Go

You want to be in stocks that are more attractively valued, number one. Value stocks right now are trading in the mid tens or grolth stocks,. So that's a pretty significant difference. And then second, because of the issues that we're dealing with in terms of inflation and in terms of fed policy. The question is, which companies have the ability to execute some pricing power that we no way?

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