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Post-Labor Day, things better 2021 vs 2020 and last 7 days encouraging. Investors seem overly focused on stagflation/inflation risks

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STRATEGY: Investors seem overly focused on stagflation/inflation risks

PERSPECTIVE: Labor Day 2021 vs 2020 --> things are materially better in 2021Labor Day 2021 is over. While this means "school is back in session," from a financial market's perspective, it also means investors are "back to work" -- the focus will be th...

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