my investing muse 11Apr22

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some seems have switched from value to growth. this seems tad early as macro of war & COVID, inflation & interest rate will weigh in onto the market 

easy credit and printing of money has brought inflation to prevent a COVID led market collapse - when Fed was caught between a rock and a hard place.

there are signs of both recovery and recession. it will boil down to what gives up first. let us continue to seek great companies at good discounts so that we can maximize our returns.

as always, research before investing. 

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