There’s Always A Disconnect Somewhere

Stocks are disconnected from the macro. How often have you heard that in your investing lifetime? If you're like me, the answer is every week, at least. Somewhere, somebody can always make the case that equities are trading rich to the macro fundamentals and that invariably, the alleged disconnect will be resolved by falling stock prices. After years (decades) I'm admittedly desensitized to that sort of analysis. It's not that I don't find it compelling on occasion, it's just that there's alwa

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