pipe dreams and outliers
market vibes
January 3… )
“You may say I’m a dreamer, but I’m not the only one… “ John Lennon
Before I begin this, allow me to frame these ideas by saying I hope President Trump is about to settle what feels like World War 2.5. If that happens, the next few years could usher in a period of social and economic mean reversion, not unlike the 1930s, when unchecked greed,…
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