Summary Q4 2020 is shaping up to look a lot like Q4 2018. The Fed spiked punch bowl is almost empty. You should be killing what’s left of your zombie stocks now. 2021 will be either a trickle down stagflationary depression or a growth from the middle recovery. The stock market will become more bifurcated in either situation with the ends of our barbell profiting as most other stocks suffer. […]
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