Source: Seeking Alpha News Agency
3 weeks ago•
General Medium Importance
The Market May Be Telling Us We're Entering A Capital Formation Cycle

The Market May Be Telling Us We're Entering A Capital Formation Cycle

I've been looking at my clustering stock screener, and I think it is giving us a much more interesting macro signal than simply “energy stocks are strong.” What jumps out is that the portfolio is not simply long commodities.
Source: Seeking Alpha
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