Citrini
@citrini
Thematic, Cross-Asset Investment Research
参加 February 2021
2.4K フォロー中 298K ファン
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
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