What am I missing with cyclicals?

I mentioned a few times how excited I am for 2022, and between launching my partnership with Tegus, putting out a note on forced selling at NTP, prepping to record a podcast with Chris, and rough drafting my 2022 YAV “empire” post, I’ve tried to really hit the ground running…. but the main thing I’ve spent time on this week is looking at stocks that are really cheap and buying back shares.

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