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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.

8.7. 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 🏘️📉
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