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Treacherous Vibes
The specter of ongoing rate hikes set against decelerating economic activity and persistent inflatio
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Mike Wilson’s forecasts keep looking better and better..
Mike had himself a helluva year
Interesting how the bullish calls on commodities fare in coming months.
(That is not a snarky bear comment on cmdty. I’m actually pretty overweight some. But sure are a lot of cross-currents.)