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Day: June 21, 2022

From Kelton To Krugman To Dalio: A Recession Diary

From Kelton To Krugman To Dalio: A Recession Diary

June 21, 2022June 23, 20229 min read

Humans harbor a perverse fascination with calamity. I revisit this topic from time to time. We like movies about the apocalypse, we can’t resist sensationalized

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11 Comments on From Kelton To Krugman To Dalio: A Recession Diary
I Can Get You In Something Used For $407,600

I Can Get You In Something Used For $407,600

June 21, 2022June 22, 20224 min read

It could’ve been worse. Existing home sales fell last month, the first of this week’s key US housing data showed. But the decline was no

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4 Comments on I Can Get You In Something Used For $407,600
The ‘Unpleasant’ Specter Of Economic Decline

The ‘Unpleasant’ Specter Of Economic Decline

June 21, 2022June 22, 20225 min read

There’s no such thing as a “good” recession. Only less bad ones. If you have to have a recession — and quite a few observers

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1 Comment on The ‘Unpleasant’ Specter Of Economic Decline
Goldman Doubles Recession Odds For Next 12 Months

Goldman Doubles Recession Odds For Next 12 Months

June 21, 2022June 27, 20224 min read

“Encouragingly, economic activity has decelerated,” Goldman’s David Mericle and Ronnie Walker wrote, while reassessing the outlook for the US economy in the context of the

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4 Comments on Goldman Doubles Recession Odds For Next 12 Months
Bear Market Won’t End Until Recession Question Answered: Wilson

Bear Market Won’t End Until Recession Question Answered: Wilson

June 21, 2022June 23, 20224 min read

The bear market in equities won’t be over “until recession arrives or the risk of one is extinguished.” That’s according to Morgan Stanley’s Mike Wilson

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6 Comments on Bear Market Won’t End Until Recession Question Answered: Wilson

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