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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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Is It a Recession or a Tightening of the Yield Curve?

I don't know how you could have really Rapid and unacceptable levels of growth if you continue to have like an inverted yield curve and tight financial conditions. The issue is that they've normally been very fast to cut when they know that they're in a recession Like much faster to cut than to raise now This time they raised rates really rapidly, but normally the increases Are much more gentle than what the decreases look like.

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