The Global Energy Crisis, Explained | Warren Pies
Forward Guidance
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The Equity Market: A Bearish Year
The oil market is one of the four threats that you note to the equity market. There's inflation, there's housing, there's the macro cycle, and then there's valuation. I think next year could be even worse if we have basically a referendum on more spending or less spending. And as we talked about, that's ultimately negative for the economy.
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