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Also these companies are reaching financial maturity. It's going to be the next generation of companies to be trendy/fun/excessive IMO.

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Yes. It is time for laid off seniors to take these exit packages and incubate the next generation. Be ready to draw financing when rates fall in Q3 of 2024.

Don’t be so sure about that… rates will fall sharply in a recession, otherwise inflation will run hot (see today’s print!) Rates market prices in the average outcome, but the distribution isn’t uniform nor Gaussian.

> Don’t be so sure about that… rates will fall sharply in a recession, otherwise inflation will run hot

What? Lowering interest rates raises inflation.

> See today's print

Can you link? Not sure what your talking about

Official USA inflation numbers ticked up slightly in December.

mostly driven by housing which has a 12 month lag and has dropped significantly in the last 6 months.

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