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The Game Has Changed
The Compound and Friends
The Yield Curve Is Not Sending a Recessionary Signal
Inflation and just a consumer spending looks to be accelerating again. So you could easily paint a very bleak picture of the consumer or that they're getting to the end of their rope, all the exec savings. But no, it looks like one of those scenes where like there's like somebody on a bus like in Latin America and there's like a chicken,. And like it's like every single flight is full.
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