03/24/2021 - Larry McDonald: Tectonic Shift from Tech Equities to Value and Commodity Equities

“Many investors around the world are long a portfolio of stocks that was designed for the deflationary environment of the previous decade. The decade ahead of us – with all what’s ahead in terms of fiscal and monetary stimulus, populism, regulation and taxes – will push investors toward more globally value related stocks. That’s where the best returns are going to be.”

LINK HERE to the Article

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