My base case is longer cycle + surprise upside in majors
The four year cycle is ded
we're tied to macro in a way we haven't been in the past and all signs point to a good 2025 and great 2026.
Don't lose hope
The four year cycle is ded
we're tied to macro in a way we haven't been in the past and all signs point to a good 2025 and great 2026.
Don't lose hope