感谢这次对话! 我们在一个小时内讨论了很多内容…… - 从通缩到贬值的转变, - 房地产更新, - 债券市场情景, - 股票目标、估值和催化剂。
Max Wiethe
Max Wiethe7月8日 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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