This thing is through... back to tech/growth for the rest of the year from now on.
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@svenleowe the battle for raw materials is not yet over, agriculture is also becoming increasingly important with the advent of food shortages melt-up of stonks but not to be ruled out as long as the money floodgates are still open. The little bit of interest rate hike does not bring it yet. Is eh the question how far they can make it with the debt. I'm only more skeptical when they really start to reduce the balance sheet, i.e. tapering.
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