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Not a short term trading item, but Sitka (Brian and Mish?) is making recent client letters available currently, including January's assessment of the market. The letter has some interesting historical stuff, including a chart
showing 4 long-term bears' nominal price pivot north, which on average happened years before the low in PE. The implication from this
admittedly small sample is that good long-term purchase opportunities needn't be years off. Perhaps inflation hedging will be one reason to buy though inflation isn't on the horizon now.
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