My Thoughts on the Economy – Ep 204

The Intellectual Investor - Een podcast door Vitaliy Katsenelson - Donderdagen

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I just finished a fifteen-page seasonal letter to IMA clients. It discusses the economy and the positioning of our stock portfolio, as well as China, fossil fuels, AI, and unions. I will share excerpts from it over the next few weeks, starting today... The post My Thoughts on the Economy – Ep 204 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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