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Investor: Andy Constan

Risk assets are priced to perfection, could correct

December 19, 2024 surfmacro
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Finanical Conditions Are Not Tight

November 17, 2024 surfmacro
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Stocks pricing in soft landing, 2-year recession

August 17, 2024 surfmacro
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The recession wasn’t as soon as expected

July 19, 2024 surfmacro
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Bond market will cause a correction in the stock market

May 7, 2024 surfmacro
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