i may not be 100% right but i stand by my thoughts about the macro situation and i wanted to reiterate some salient points.

i think that framework of a “late-cycle slowdown” is already obsolete.

so we’re not dealing with a standard macro cycle anymore but within it is a familiar narrative.

here’s my 6 points 👇

https://x.com/arndxt_xo/status/1992265545794920694