Offshore Earnings
We haven’t been exactly bullish in recent months. We aren’t doom and gloomers either, but regime changes tend to create markets where macro Trumps the micro. Are the past 10 days, just a precursor to the coming wackiness and onslaught of “100-year, one-in-a-lifetime moves” that will likely come weekly?? We are in the 4-6 month…
August 11, 2024, Vol. 188
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