Intrinsic Value System

Intrinsic Value System

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Intrinsic Value System
Intrinsic Value System
October 3rd Daily Market Note: The narrative continues to be Higher Yields severely restricting any equity recovery. But for how long?

October 3rd Daily Market Note: The narrative continues to be Higher Yields severely restricting any equity recovery. But for how long?

10/3 Premium Strategy Note

Larry Cheung, CFA
Oct 03, 2023
∙ Paid
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Intrinsic Value System
Intrinsic Value System
October 3rd Daily Market Note: The narrative continues to be Higher Yields severely restricting any equity recovery. But for how long?
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Intellectually Nourishing Quote: The nearer a man comes to a calm mind, the closer he is to strength - Marcus Aurelius

Bottom Line: The narrative continues to be Higher Yields severely restricting any equity recovery 

Forward-looking Conclusions of this note:  

  • Macro: Investors need to see the 10Y Yield at the very least stop rising before they feel more …

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