Special Edition: surveying the signs and signals from the 2022 market trough...
Have a great holiday and I guess you are also hinting current conditions perhaps reflect the nearing peak excess as the trillion dollar valuations roll in on space and AI.
Enjoy your holiday Callum 🙂
Bottom maps are useful as history. Cross-asset, what usually matters first is which regime signals still move discount rates from here.
Have a great holiday and I guess you are also hinting current conditions perhaps reflect the nearing peak excess as the trillion dollar valuations roll in on space and AI.
Enjoy your holiday Callum 🙂
Bottom maps are useful as history. Cross-asset, what usually matters first is which regime signals still move discount rates from here.