(Lots of) money to be made when the worm turns…

Fri 24 Jul 2020

Brian Dennehy

Membership Access | gold

Market commentary

Valuation difference between the US and The Rest Of The World has never been bigger, driven by big tech. When the leadership changes there will be a big opportunity for those on the right side of the cycle. In this blog, extracted from the July teleconference, we look at how we got here and the opportunity.

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