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2min chapter
No Capitulation Necessary
The Compound and Friends
Can We Avoid a Recession and Stock Still Aren't Cheap
I just find it hard to believe that you are going to tighten policy by this much right this dramatically I mean listen that let's look at the housing market. Initial claims today still on the basement This idea of labor hoarding by the way, uh, you buy it Through the prism of job claims. Even the lowest banked customers of 3x have seen a meaningful increase in their checking accounts. So when you say why isn't happened yet, there's a lot of money on on still household balance sheets There's a lots of money on corporate balance sheets and ironically That which caused the inflation all the money we gave everybody is somehow prevent somehow is not the right word But is also preventing the
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