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Monthly Archives: September 2020
Upside-Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes
I just published a new long-form piece through OSAM entitled “Upside-Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes.” In the piece, I explore the stock market implications of fiscal policy. Focusing specifically on the COVID-19 pandemic, I attempt … Continue reading
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