Video commentary for October 27th 2022
Comment of the Day

October 27 2022

Commentary by Eoin Treacy

Video commentary for October 27th 2022

Eoin Treacy's view

A link to today's video commentary is posted in the Subcsriber's Area. 

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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