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Here’s The Real Reason Why Bears Are Capitulating This Week… Much More To Come | June 21, 2025 Enjoy these excerpts from our June 21 Around the Horn presentation in which we summarize the underappreciated upside risks for the economy and asset markets over the long term. These right... show more

Darius Dale

96,300 subscribers

27,612 次观看 • 1 年前 •via X (Twitter)

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8 条评论

Jeff 的头像

Jeff1 年前

Lol. Love your work Darius. I think you have a side gig on SNL doing Orange Man.

Darius Dale 的头像

Darius Dale1 年前

Thanks, Jeff!

Dr Dennis Lyon 的头像

Dr Dennis Lyon1 年前

☀️As sovereign investors, we’re called to see what the crowd cannot. The clearest signals often come when fear is loudest. Much more upside may be on the way.

readtheticker 的头像

readtheticker1 年前

Good stuff! Better half of former Hedgeye leadership!

₿ariksis 的头像

₿ariksis1 年前

Lmao first 40 seconds had me rolling man 😂 good stuff as always man 💪🏾

Tim B 的头像

Tim B1 年前

As usual, amazing content! Drives home the point where we are at in the macro environment and seems to provide a unique period to be on the right side of the markets. Perhaps, if you're right, and I'm in your ballpark, I can afford the KISS research + 1 gifted to my son. Thx 42

Darius Dale 的头像

Darius Dale1 年前

Thanks, Tim! It would be an honor to contribute to your family’s financial success.

Raffael 的头像

Raffael1 年前

Bears capitulating? Sounds like a classic market cycle. Upside risks are always lurking!

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Mockler: When they announced the tariffs, they said this is short term pain for long term gain. That was like 12 months ago. And we're still in the short term pain part. When are we going to enter the long term gain part because tariffs imposed $1,000 tax on American families in 2025. Now this war is spiking, the price of oil spiking the price of gas spiking everything. And the economy is suffering.

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Rep. Melanie Stansbury

28,093 次观看 • 1 年前

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117,960 次观看 • 1 个月前

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