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Canary in the Coal Mine
The Compound and Friends
Is the Spack Model Dead?
The investing public has had it with the spack model in terms of late colaa, aan, par cos back every 15 years, right? Sofor for the foreseeable future, when i hope that we're sitting here talking to each other, it's dead. Am, ipo volume down 50 % in the first half of this year. Revenues down 60%. Cornedy and obuch feel orse. Think about the comps though. This is compenstra two. First half 20 21 was insane. It was a carnival. But look at the look at the americas, which is basically the us. Yes, that's why you think it feels worse,
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