3 reasons stocks might be strengthening. Tax-day + Inflation apex = less "bad" = good for 2H22 +1Q2022 shows EBIT margins still expanding in 2023-beyond

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STRATEGY: Less bad is good

Portions of Episodic inflation are peaking...I want to harken back to a phrase Tom Luddy, former Vice Chair of JPMorgan Asset Management, frequently repeats: "less bad is good" (when looking at trends). In other words, when inflation trends become "less bad" investors are likely to view this as a ...

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