Early last summer I set out my bull market credentials (‘Bull market rules’, 8 June 2020). It was a far less brave call than many may have assumed as I had history on my side. That’s because I had researched the quantitative easing (QE) monetary transmission mechanism to such a degree for my book Stock Picking for Profit that I had a pretty good idea which sectors would be the winners and losers when global central banks next flooded financial markets with liquidity.
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