Hi all, I’ll have a full post out on Sunday, but I wanted to get this out to you to discuss how PCE and deflation are worrying the market and why that’s bad for tech but there are sectors to hide in. Shoot me a message if you have any questions.
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Transcript
PCE data is pointing to deflation- the market doesn't like that
Where to hide in this brutal market
Sleepysol’s Newsletter
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