Tightening Liquidity + Recession Signal = Short Equities?

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Tightening Liquidity + Recession Signal = Short Equities?

In this note, we outline our thoughts on where we are in the economic cycle and where we think we’re headed next. Particularly, we outline how we’re thinking through real economic growth.

Before we dive into our assessment, we think it’s important to break our relative silence on the banking system and Silicon Valley Bank (SVB).

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