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What’s Not Priced In EP12: The Momentum Trade Is Breaking Down
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Disinflation versus deflation. Momentum versus fundamentals. Price versus earnings. Today's episode is all about contrasts.
We discuss the diverging economic fortunes of the US and China, momentum trading pulling valuations away from fundamentals, and the stagnant Aussie market. Greg then explains why commodities still offer long-term value, exploring some unloved but enticing mining services stocks. And finally, when the market is dull, pick up a book!
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