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S&P To Fall 20%+ Once Markets Stop Deluding Themselves About A 'Soft Landing' | Alf Peccatiello

Wealthion - Be Financially Resilient

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The Credit Spreads Chart Is A, Yeah, It's Tweet You Put Out

The bond market is sort of where the smartest guys in the room usually hang out and you were a bond portfolio trader, you know, back in your pre macro compass days. So it is interesting that apparently the smartest guys just aren't that worried here. The sticky components of the inflation basket are slowly but surely coming down to levels more acceptable for the Federal Reserve. House prices in the San Francisco Bay area are down 30% from their peak, 30% down from their peak. Those are animal spirits, those are animal spirits coming back. If you're powerful, there's one thing you want to avoid here just purely from a risk management perspective, which is a repeat of 70s-80

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