Post by AbstractEquilibrium

What I'm watching... 👀 Some anti-bear porn. A provocative chart from Yardeni Research, suggesting that (if history repeats) we may see ongoing and increasing annual gains in the S&P 500 (and related assets) through the rest of the 2020s. This flies in the face of the myriad #recessionistas, who have been wrong about an IMMINENT RECESSION since 2020. My generally rosy #macro outlook remains that we will not see a full-fledged recession in the United States for the foreseeable future. If conditions change, so too will my outlook for risk assets.
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If a recession falls in a forest & no one is around to hear it, did it really even happen?
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