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Borsgade
Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
Despite this year’s rebound of the “Magnificent 7” and their impact on capitalization-weighted indices, we continue to believe that we are in the midst of a tectonic shift in markets, catalyzed in part by the war in Ukraine and pandemic-related supply shocks, but driven primarily by a stubbornly persistent level of core inflation and interest rates that over time are likely to normalize higher than the zero bound levels of the last decade.
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