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6min chapter
Bearish but Priced In
The Compound and Friends
The Fed's Fears of a Recession Are Overblown
The consumer in this cycle was way less sensitive to the hike and weights than they had been in prior. 75% of the S&P 500's debt is long-term fixed. The unemployment rate still super super low the lowest since the late 1960s So people have jobs to have income you're asking is it possible to have a recession without unemployment rising? I Doubt that we've ever really had one, but I would be so bizarre It would be bizarre.
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