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Is Your Indicator Setting False Signals?
The dynamics are so unique to this particular experience i mean that's maybe what people say about every recession but um you almost need to go look at emerging markets or places that have experienced fairly rapidly rising energy cost and inflation. You're saying my indicators are setting false signals because of the they're they're skewed by our bias by the current environment? I think we're everyone we all have in the back of our mind that you know the financial crisis credit conditions hyper focused on how a lack of liquidity might play its way throughUm that doesn't feel like that's the case right now mm-hmm you know it's probably not housing so what you know how what's the mental model for thinking