
After the K-Shaped Recovery
What Goes Up
Is This a Low?
Consumer sentiment is so bad that you go back to october, two thousand 11 and and what do you see? Well, you saw occupy wall street. You saw riots in london. So we know that when sentiment is this o we behave badly as as people. Not surprising you're seeing things like the truckers strike up in canada. Cause presidents are only as good as we feel. And so i think we need to be cognizant of those two potential scenerias. I tend to look less at the specific triggers then our vulnerability to them,. how we would be likely to react.
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