CSL 1.51% $306.60 csl limited

CSL possible pull back to low $200's, page-104

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    isn't bond going up because of massive inflation expectations from blue wave? and growth stocks actually benefit from inflation more than cyclicals? if your thesis is right, why are risk-on stocks like energy being pumped to the moon and beyond? because rising yield is bad for everything then.
    Last edited by chad987: 08/01/21
 
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