Appreciated the conversation! We covered a lot of ground in an hour... -Deflation to debasement shift, -Housing update, -Bond market scenarios, -Equity targets, valuations, and catalysts.
Max Wiethe
Max Wiethe8.7. klo 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 🏘️📉
21,19K