Video commentary for October 27th 2022
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October 27 2022

Commentary by Eoin Treacy

Video commentary for October 27th 2022

Here is a link to today's video commentary.

Some of the topics discussed includes: total addressable market assumptions are proving illusory for cloud, advertising and retail, bonds yields compress, dollar firms, supply inelasticity misrepresents inflation whereas the liquidity-fuelled demand surge explains it better.

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Video commentary for October 27th 2022 Comment of the Day

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Video commentary for October 27th 2022
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