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Tong's Portfolio
Reversion to mean is a mathematical certainty, but mean is not static
Last week’s record close came after the Fed chair allayed fears that current easy liquidity conditions will tighten too quickly.
September 02, 2021
Global review
The perpetual profit machine
For a decade, the global economy has grown fast enough to avoid recession, but not fast enough to overheat. The boom/bust cycle has been conquered.
March 06, 2020