TIME TO PLAY DEFENCE
Geopolitics and a US dollar trade
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It’s one of those choppy periods in the market when it’s difficult to figure out what’s going on. One day it feels like the rally of the past few months has resumed. The next, it seems like there is nothing left in the tank.
I know all the reasons the stock market should keep rising. No need to send me notes about the TGA or the “stimmy cheques”. I g…