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Catch a Falling Knife
The Compound and Friends
Macros - I'm Going to Steal Brian Lund's Line
Gavin Baker says economic strengthening January increased the odds of a hard landing, right? That's what happened. And February weakness makes the narrow path to a sloth landing slightly wider. Gavin Baker said important charts credit card spending slowed significantly in the second and half of February; job openings on indeed continue to decline.
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