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Housing rebounds - time to call off the recession? Guest: Warren Pies

Macro Mondays

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The Optimism Returns

We're slowly, but surely, getting to a point where the optimism returns, right? Yes, and that's sort of a red flag for me. Right now, I think we've sort of got all the sheeps into the fold. And now, you know, now I think risks, they are, or the setup is there. That's sort of my view. Yeah. So slowly, but Surely, getting there and positioning is not as light as it was, say, a month ago.

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