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Bears forced to raise targets

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Bears forced to raise targets

Edward Harrison
Jul 7, 2020
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Bears forced to raise targets

pro.creditwritedowns.com

I am back from the 4th of July weekend here in the US. I have a few new thoughts to share with you today. But, my overall macro view remains the same - namely that the US has recovered from recession but downside risks to the US economy and shares are elevated relative to in Europe.

Some random viral thoughts

I do about 250 kilometers a week on my bicycle…

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