Two charts to watch for the next few quarters. First, consumers had excess savings that are being depleted. The other part of the story is that global bond yields are at the highest levels since 2009.

🇧🇷🇺🇸 - Book: Making Things Think: https://holloway.com/mtt .Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph

I read an article that was eye-popping to me yesterday. It was sharing stats on the number of people who are surrendering pets. Expenses leads the list, RTO is contributing some. But if expenses are so tight that families are giving up their pets, then I am not so sure about a soft landing.

I keep hoping my gut is wrong. Would be happily admit it this time around if it is.

Side note, when edit button? is always on my brain/thumbs.