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Market warnings about November have proven accurate. Again.
Eurodollar University's Money & Macro Analysis
WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets
https://www.wsj.com/articles/chip-inventories-swell-as-consumers-buy-fewer-gadgets-11672092605?mod=hp_lead_pos1
Twitter: https://twitter.com/JeffSnider_AIP
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The skinny
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