
@DaveHcontrarian @theandymillette @DaveHcontrarian - does your thesis for a melt up now also factor in aggressive rate cuts ( eventually ) because of supply side inflation and stagflation threat looming ?
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Vaishali Kappagantula
4 posts

@VaishaliKappa
Runs on coffee. Fluent in unsolicited advice . Alum @ IIM Calcutta





Tomorrow, I expect an upside of 0.4%-0.5%, and no more