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The Liquidity Cycle and the Recession
There's never going to be an all clear signal in our opinion. Financial markets never say, hey, sell here by here. That's just not how the process works, right? You have to fight through a lot of confirmation bias whenever you're making these inflection type calls at the lows or at the highs and financial markets. And ultimately, the liquidity cycle, in our opinion, has yet to meaningfully inflex.