Sonu Varghese(@sonusvarghese):Second this from @conorsen The dot com bubble didn't end in a crash, it ended in rotation 👇 Note: recession didn't start until March 2001, and in fact, NBER said they may not even have "called it" if not for 9/11 Also right now, deficit ~ 6% of GDP https://t.co/jlTKBdscX2

Sonu Varghese

@sonusvarghese

Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $8B+ for clients.

参加 February 2011

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Sonu Varghese@sonusvarghese

2026.10.30 16:46

Second this from @conorsen The dot com bubble didn't end in a crash, it ended in rotation 👇 Note: recession didn't start until March 2001, and in fact, NBER said they may not even have "called it" if not for 9/11 Also right now, deficit ~ 6% of GDP