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Here are our show notes for @10:46 today – we talked about Jeremy Grantham’s bubble call, payment stocks, a bullish play on Netflix, and good earnings guidance.
If you missed the live show, you can watch a recording of it:
1) Macro Call:
S&P 500 1-YR
2) Stock Call 1:
3) Stock Call 2:
4) One For the Road:
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