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Including dividends, the S&P 500 has gained over 1,200% since the March 2009 low, despite 32 corrections >5%

00:01 - 31/03/26

 

It's been a brutal year for cocoa, bitcoin, palladium, platinum and orange juice so far

 

This is a very well-hedged market

 

If this oil shock is anything like 1990, it may still have more upside, could contribute to inflation accelerating and may even help to trigger a recession

 

 

Oracle CDS is about to take out its record global financial crisis print

                                                     
 

 

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