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Sentiment Rally
The Compound and Friends
The House of Creation on the Womovon
I think the risk was never about a housing market-driven recession or a housing crash that caused a debilitating balance sheet value decline. I think this one, it's all going to be how strong are the consumers going to stay in their spending mode and corporate spending. We're part of the story of the recovery from COVID in 2020, 2021. Amazon, Apple, these companies just hiring with abandon. Facebook doesn't have growth. What they have now is a newfound respect for their investors.
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