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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Internals of the Stock Market

Stan Druckenmiller predicted a recession in 2022. He said trucking rates going down and stocks being very weak as a harbinger of a recession. The economic growth, one year hence from that prediction, probably has been higher than that comment would have suggested. But I tend to think that I'm getting more indications from listening to MERSC on the shipping company side and Home Depot.

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