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Kip Herriage
@KHerriage
Managing Partner, Founder, Publisher; Vertical Research Advisory, LLC. Top Performing Investment & Economic Research (35 yrs). Podcasts. American Capitalist
Joined March 2009
5.3K Following    62.3K Followers
This reset is giving investors the next great opportunity to construct the portfolio they want for the bull market of our times. That’s what this Innovation Revolution represents. The data, post midterms, is as good as it gets. From now through the next 15 months, since 1950 the S&P 500 has put up an average gain of 29.9% with profits in 19/19 years. That’s a high probability repeating pattern. We see this sell off as classically pre-war driven, because it’s a near certainty that it’s coming. This reminds of the adage “when missiles fly, stocks are a buy”. This will be the most expected and discounted military action of maybe ever. Hedge funds and algos have flipped entirely from long to short and if you know their group-think history, you know what this time frame represents. Best of success all. 🚀
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