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BONUS: Tony Dwyer Offers A Pilot’s Perspective On “Landings”

RiskReversal Pod

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How to Reverse the Soft Landing Scenario

The S&P 500 has never bottomed before the two year US treasury yield made a peak. Anytime we've been at minus six, which we're now at, you've been in or right near a recession. The ISM manufacturing data, the percentage of industries that are reporting positive outlook, anytime it's at this level, you've were in a recession or getting close to one.

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