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No Capitulation Necessary
The Compound and Friends
Have You Ever Seen Anything Like This Before?
I think investors are wary of getting too aggressive on the long side when the data hasn't even begin to really soften. The CEOs of the largest banks in America are promising you a recession People like Jeff Bezos are saying batten down the hatches I don't know that anyone has a better sense of what's going on with the consumer as chairs using the word pain They're saying pain which is their way of saying recession for political reasons. And they're guaranteeing you they want to cause a recession. I can't remember anything ever like this before.
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