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2024 S&P Targets With Sam Ro, Dow All-Time Highs and the Gold Rally

The Compound and Friends

NOTE

Impact of Excess Demand and Economic Vulnerability

Excess demand has been reduced without driving the economy into recession, but the lack of forces like extra job openings and savings has increased the vulnerability to a possible recession. Despite the rallying stock prices, the vulnerability to recession is likely greater than it was a year ago.

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