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The War Is Over...
Although the fighting continues in Ukraine, it is starting to look as if the stock market will stop reacting to war. I go over this theory and how it relates to comments from US General Milley & NATO chief Jen Stoltenberg. I also compare the stock market in 2020 & 2014 to get some clues about other conflicts and how they played out. All in all, the war is going to stop effecting the stock market and the real focus will be what happens to commodities and bonds through Fed policy. This doesn't change my views on the market in the short term or any of the other areas like the European energy crisis, but I am now expecting the news to take longer to develop and for this whole effect on the market to be prolonged but less severe in terms of volatility. EITHER WAY ITS GOING TO BE EXCITING SO I HOPE YOU ARE READY!
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