In a warning shot on Fed stimulus being excessive, Druckenmiller has pointed out that whereas US trend sales growth over the last 20 years has been on average 3% per year, now growing at 15%.
This would imply that CCX should be going gangbusters in US sales growth (CCX, Avenue brands) where anything less than >10% organic growth would be a sub par performance.
In a warning shot on Fed stimulus being excessive, Druckenmiller...
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