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Category: 2. Strategy

  • Rates, Recessions & Elections 230615

    Rates, Recessions & Elections 230615

    Continuing the theme of “it’s different this time” and assuming it’s not- then perhaps the window for a recession is closing, and if it doesn’t occur quickly, it will be postponed until December 2024 (following the presidential election). Based on the below chart, I’m making the following tinfoil hat observations and assumptions.  [The chart is…