Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.
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Stocks don't trade like they used to based on economics, fundamentals, technicals, business cycle etc. Thanks to the Federal Reserve (Princeps) everything is now controlled by communist banksters. I know politics and that is my edge.
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