Context for my bullish outlook in the US

Happy Tuesday!

For me, it's actually like a Monday because I took a 5-day holiday over Easter and am coming back to work today with relatively fresh eyes. So, let me make this a longer post, telling you what I am thinking and why I am mostly upbeat. And I will provide some mea culpas along the way too.

My 2021 evolution: how it started

I like to look back …

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