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Aug 14, 2022Liked by Doug Clinton

Thanks for the link to the Aspen Institute panel for providing perspective. Priceless for investors.

I strongly agree with your view that consensus right now is 'soft landing' and that this is a low probability outcome. Given this false optimism, we're likely in a bear market bubble.

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Interesting concept/idea but I don’t believe that any type of extremes are ever good. Even when you are trying to do something good but you take it to extreme you can get blindsided and do more bad. Most/all greats could be said being extremes but at what cost..

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