At the risk of sounding like a doomer i feel its important to sprinkle some perspective as everyone is warming up to the bull & feelings of complacency & fomo kick in.. remember:
- CPI re-acceleration in July - August
- Growth Forecast ticks down in August
- Student Loans are looking dangerous in the U.S
- Commercial real estate (office spaces sitting largely empty post-covid)
Stay vigilant y'all
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