Jeff Feiwell
@hyper
Do these two lines ever recouple? If so, how? https://i.imgur.com/5r6t9x9.jpg
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Josh Litchman
@joshlitchman
My view is that these may never “recouple” but will trend back together. The view in trad PE is hawkish fed basically until that happens. Howard Marks credits that dispersion with 40 years of ultra-low cost of capital which may be changing.
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