An Update On The "March Banking Panic" | Weekly Round Up
Inflection Point
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How to Be Cautious on the Market
I tend to agree with you on the China story. I don't think it's a bad proxy for looking at what happened to demand in the United States after we opened up here. Now in China, it's much larger populace, certainly, and they've been locked up for twice as long. So I would expect the same, it's not animal spirits, it's real consumer spending sort of spirits like, hey, I haven't been able to do what I've wanted to do for the last two years, I'm going to go out and do that. It's perfectly reasonable to expect that there's going to be a surge in activity. People were calling for this a couple of
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