YDXhDgMi
@ggjemizhfj
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YDXhDgMi
@ggjemizhfj
1/ A recession is imminent, risk assets are expensive, and stocks always bottom during deleveraging driven recessions. Is a major crash inevitable? Not at all In this research report we explore how prevalent bearish theses are flawed and why we are bullish on risk assets. https://t.co/6b456Pvz2l
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