I'm just going off the theses postulated here by the billionaire hedge fund owners on this site. They all told me I was full of shit in September. Still no inflation? Still no bubble? Stocks only go up? Home prices only leveraged by supply? How's that portfolio? Some of us remember the 70s and early 80s. We've squandered Volker's bravery.The breaking is already underway
deep recession for 16 to 20 months
Hopefully it breaks soon. I'd like to be youngish when we are executing bank executives in the streets and sleeping in their mansions.In 3 months they will double down and let assets retire off their balance sheet to the tune of $95billion. How long till some shit breaks.