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A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard
Forward Guidance
The Bankruptcy Cycle Is Going Down
The bankruptcy cycle, which has been suppressed for forten n 15 years, and min huto geta chapter seven, chapter 11. Anwe suppressed bankruptcy. And it's not like every the quality of management has increased in the past 20 rism. I's just that we had abnormal equidity, abnormal llow rates, abnormallytw spreads. That has kept a lot of uneconomic supply, which i would argue is at leastn a short term inflationry.
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