Finance Musings Episode 7: Michael Lippert Q4'21 Investor Letter (Barron Opportunity Fund) review.

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One of the best investor letters I have read in a while. This Investor Letter is from Q4'21. If you want to become a better investor and how you approach the market - you need to read this video & read the letter.

 

4 Big Things that I will break down further in

the video:

1. Reacting to shifts in interest rates and

inflation readings/expectations

2. The impact of the Fed's actions on the market:

bond purchases/tightening

3. Rotations in the market sentiment, e.g.,

sell-off in growth stocks due to a yearning for stability

4. External Factors that may prove to be noise in

the end:  political climate in DC  + geopolitical fears re China + Russian

invasion of Ukraine

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Check out this week's episode of Finance Musings!

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Please leave all questions down below in the comment or email me directly at [email protected] or text me at 310.526.2906! Also, feel free to leave any feedback or thoughts on what else you'd like to see. Thank you all!

 

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