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The feeling of walking in the opposite direction on the moving travellator for the past 3 years

I reckon this post will be a continuation of my previous post on 13 Jan 2024, titled “Thoughts on Portfolio: Questions I ask myself“. I like the metaphor that Howard Marks used for tailwinds for stocks due to the 40 years of declining interest rates – the moving walkway (or some would call it the moving […]

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