The way I'm thinking about stocks makes them winners no matter what the Fed or bonds do

The way I'm thinking about stocks makes them winners no matter what the Fed or bonds do

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People "in the business" don't talk about stocks much anymore. Many have been blown out by the algo guys — those program computer traders — or they have decided it isn't worth it to be anything but conservative. No heroics, with the exception of the one or two stock hunches or something exciting…

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