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The way I like to say this is “the debt isn’t the problem, the government spending is the problem” 👇
14.7.2025
People ask things like "when will the debt/deficit matter".
The answer is they've been mattering for a while, in terms of impacting the economy and investment outcomes.
Some are lucky enough to be on the right side, or unlucky enough to be on the wrong side of them.
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