9min chapter

The Compound and Friends cover image

The Myth of Cash on the Sidelines

The Compound and Friends

CHAPTER

Revisiting Economic Data and Household Wealth

This chapter explores the revisions in economic data regarding the 2022 recession and the implications for household wealth perception. It highlights the remarkable increase in household net worth and emphasizes the need for investing this wealth rather than focusing solely on cash. Additionally, the discussion critiques the notion of 'cash on the sidelines', illuminating its active allocation in various forms and its influence on market dynamics.

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