Totally agree on the diagnosis of the economy normalization with high rates... this is how the stock market thrived during all 2024,... now forcing rate reduction because 5 or 10 years ago the normal was to have 2.5 % rate, that was "Neutral" by then, now most countries work with higher rates as neutral, I don't see a recession coming but a stock crash or ralentization is more possible, like 2018 or 2022...
Definitely agree on Private Equity.
Totally agree on the diagnosis of the economy normalization with high rates... this is how the stock market thrived during all 2024,... now forcing rate reduction because 5 or 10 years ago the normal was to have 2.5 % rate, that was "Neutral" by then, now most countries work with higher rates as neutral, I don't see a recession coming but a stock crash or ralentization is more possible, like 2018 or 2022...
The daily dirt box 💩
Nahhh