Vix to 50-60 next year :(
Corporate credit creation is slowing naturally.
Any increase in interest rates will harm consumers more than corporations.
Consumer spending likely hurt this winter by higher rents and utilities (maybe ngas spike)(higher food prices because of drought).
Consumer credit likely to increase a lot.
Q1 2022 first quarter of negative GDP growth
Q2 2022 second quarter of greater negative GDP growth
Recession naturally occurring likely Dems win a few seats and save infrastructure plan for end of 2022. Rough year(s) ahead.
Wage growth likely zero or negative after q3 2021.
Overweight amazon.
Any increase in interest rates will harm consumers more than corporations.
Consumer spending likely hurt this winter by higher rents and utilities (maybe ngas spike)(higher food prices because of drought).
Consumer credit likely to increase a lot.
Q1 2022 first quarter of negative GDP growth
Q2 2022 second quarter of greater negative GDP growth
Recession naturally occurring likely Dems win a few seats and save infrastructure plan for end of 2022. Rough year(s) ahead.
Wage growth likely zero or negative after q3 2021.
Overweight amazon.
Nota
Maybe 75/25 China Euro indices moving forward would be a good idea.Nota
First time doing acid mark cuban? Having fun? Afraid of twins?????Nota
I CANT BELIEVE THEY SENT HARAAAAMMMMMBEEEEEEEEEEEEEE TO SPACENota
#THAT ONE TIME GARY VEE RODE IN THE BACK OF MY UBER IN BOULDERSTILL BETTER THAN THAT TIME MARK ZUCKERBERG TRIED TO SEXT ME ON FACEBOOK AT 3AM
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