This is a tweet from Raoul Pal, possibly the best macro analyst on the planet, from 7 March:
Having just spent a week in India again, I’m still convinced the secular theme here will run for 20 years or longer, with commensurate bear markets scattered in between, every decade or so (it’s due one now). The rate of change at the margin here is massive.
This is a tweet from Raoul Pal, possibly the best macro analyst...
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