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Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”
Forward Guidance
The Economic Outlook for 2024
"I think we're likely to have a tech session. That we'll see a material slowdown in technology, just given the enthusiasm that we see," he said. "There's a lot that I see on the extreme high-end that suggests a lot of overbuilding and overcapacity." He added: "If we see an exogenous offense, and you start to see a response in the commodity market, then the impact is gonna be very high to those at the bottom very quickly"
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