Gammichan
What's the bear thesis here?
Strongest argument I see is that low/mid class crumbles faster than fed/fiscal prop them up. Don't see much other than that in the face of GDP growth, balance sheet expansion, rate cuts, possible stimmies, one time tariff effect roll off, etc.
Strongest argument I see is that low/mid class crumbles faster than fed/fiscal prop them up. Don't see much other than that in the face of GDP growth, balance sheet expansion, rate cuts, possible stimmies, one time tariff effect roll off, etc.















