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Archive of entries posted on 18th July 2022

The “simple” story: There will be a recession. How to play it from an investment viewpoint?

Here’s the simple story: Everybody and their uncle is forecasting a recession. There isn’t a business that isn’t suffering. And there isn’t a consumer/investor (including me) who isn’t confused, and reluctant to commit their hard-won cash. Today, Nasdaq is up. But it has recorded 32 daily falls of more than 2% since January. And it’s […]