I have felt this in:
2001 Internet bubble
2007 Housing bubble
2012 EU debt bubble
2020 Covid crisis
2026 AI bubble
The same situation where the math does not work.
It is RARE and it is NOW.
We are now seeing demand destruction due to price.
2027 IMHO will be BLOTTO
@Seawolfcap @Hedgeye @KeithMcCullough @profplum99