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September 01, 2020 10:18am
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What's the market pricing in?

As the stock market looks forward to another exciting week of volatility, the technical damage suffered by the market is quite severe. Nevertheless, investors need to take a deep breath and ask, "What's the market pricing in?"


The three major factors I consider in my analysis are:
  • Earnings and valuation;
  • Fed policy; and
  • Geopolitical risk.
The full post can be found here.

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