Tag: oil shock
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Day 294 of 1000: The 2022 Analog
In 2022, we faced an energy shock and runaway inflation. In 2026, we face an energy shock and a possible growth slowdown. How they are the same and different.
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Day 288 of 1000: Time to Be Defensive with Investments
In Mastering the Market Cycle, Howard Marks writes that calibrating between aggressiveness and defensiveness is a key decision for investors.