I have seen a lot of articles recently about how we might be in a renewed bull market, and a lot of bull hype in general. What are your takes/bull theses on the economy as a whole for the next few years?
I have learned not to bet against the US, and I am aware that the economy has an unprecedented level of liquidity at the moment – but with all of the global crises, inflation, and the inevitable reduction of the fed’s balance sheet coming soon, I wonder how so many people are so incredibly bullish.
Thanks!
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