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Author: ToddSullivan
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IPO Frenzy
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Retail Sales Fall
Again, two viewpoints here. I am negative and “Davidson” more optimistc. I have long said I viewed the “V” recovery in much of the data simply due to suppressed demand for fundamental/essential items and inventory restocking post spring/summer lockdowns.
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Lockdowns & Equity Flows
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S&P 500 Intrinsic Value Update
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The Move to The ‘Burbs
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Mind Over Matter
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