The difference between growth and tech stocks is the key to making big gains… Plus, two different perspectives on the Fed and inflation…Why large-cap China stocks are a great trade… One sector for rising rates… And Goldman’s big Bitcoin news.
JPMorgan and Goldman Sachs are trading Russian bonds—but they’re not breaking sanctions… Should individual investors have the option to invest in Russia? … Plus, big brands cutting ties with Russia… And will Russia be a buy once the war ends?
Andrew Horowitz shares the only solution to inflation… Why he hates SPACs… One hedge fund manager screwing over investors… And a company set to soar with the metaverse. Plus, Frank’s winning system for picking the Super Bowl champ.
4 “Inflation-Proof” Assets
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