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Ich habe das Gespräch geschätzt!
Wir haben in einer Stunde viel besprochen...
- Verschiebung von Deflation zu Abwertung,
- Wohnungsmarkt-Update,
- Szenarien des Anleihemarktes,
- Aktienziele, Bewertungen und Katalysatoren.
8. Juli, 22:45
OUT NOW - @WarrenPies of @3F_Research returns to @opmpod.
@3F_Research's work isn't pointing to a recession and technical & fundamental indicators have them bullish on stocks.
If a recession does materialize they think it will show up first in the housing sector 🏘️📉
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