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Will a Great “Rotation” Accompany the Great American Reopening?

Will a Great “Rotation” Accompany the Great American Reopening?

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 This episode of MM discusses the new $1.9 trillion stimulus bill and it’s relative size to total US GDP vs other stimulus measures in history. Wes discusses how more traditional stock sectors have been accelerating while the digital economy that was hot in the COVID economy has cooled. Multiple caller questions include parsing “dividend yield” vs growth, inheritance, and stock splits.
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