The Week That Matters (29 May-2 June, 2023)

"Interest rates are to asset prices what gravity is to the apple." Warren Buffet

Jun 04, 2023

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Play for the Recovery?

On September 22nd, 2022, this newsletter published a post that rejected Stanley Druckenmiller’s view that the 2020s would be a “lost decade” for equity returns. Stanley made a fortune shorting Japan during its “lost decade” of the 1990s but the US today is nothing like Japan back then.

First, US corporate and household balance sheet…

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