It's been a long time since I've put on my big brain macro hat to analyze the market & think about forward returns. Most of the time, these exercises are useless. Unless we're at inflection points. I think we've hit an inflection point. New research out soon. Link in bio.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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