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Matt Cerminaro
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➢ Research @ Fundstrat
➢ Posts ≠ Financial Advice
➢ Opinions expressed are solely my own
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1/ "We need to have the supply chains at the ports ease, we need to have more chips coming and those sorts of things... but we also need to be mindful that there are two levers: If supply can move more and demand can move less, we actually have to do
by Matt Cerminaro