As you know, we differ greatly on the outlook for both the economy and the market over the next 6-12 months or so. I would love to be convinced that we will not re-enter and stay in a recession here, but have seen nothing yet that changes my mind. The nice thing is that even if both of us are wrong and the market does something entirely unexpected (the secular bear ends and we begin a new bull market), we can all still make money because we are not wedded to our outlooks.
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