er, wombat ...
you asked for reference on tightening cycle -recession linkage. i provided. the rest of the post I struggle to extract a coherent point from.
yes - when the facts change I change my investment approach. going mentally hoarse repeating myself. when ive already said exactly when i was changing my view and why at the times i was changing it
anyway enough for me. im not getting into a longer discussion at 11pm on a Sat night.
gb
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