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spartex

01/18/23 9:03 AM

#367339 RE: 2H2 #367338

I agree on the deflation, and still unclear on the extent of Corporate profits declining. there will be winners and losers depending on how they've managed their balance sheets, etc.

Funny how all the talking heads on Bloomberg and CNBC keep chatting up hard the need to raise rates to over 5% as inflation is just too concerning. lol contrarian indicators.