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Live from Houston
The Compound and Friends
The New York Fed Tracks Credit Card Applications
One out of every three mention of layoffs this quarter came from a tech company. The consumer is doing very well, but delinquency stats are still at 3%. I don't think we're going to see wage growth starting to decline because you still have three and a half million people short. And it's just like one in a broader mosaic of this consumer has a lot of leverage that they can pull before they weaken.
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