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Adios Muchachos?
On Monday, we talked a bit about "simultaneous surges" in the context of a quarter (Q1) that saw ris
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I would not take a benign outcome to the bank. Don’t get me wrong, as an RIA I was grateful for the Q1 bounceback. But the fact is that most economic indicators are losing momentum (not claiming a recession just slower growth) and profit growth is challenged. Expanding P/Es and tight credit spreads are a slim reed to rest on versus the risk inherent in markets right now.