September’s “curse” is famous. 2025’s setup looks different. A dovish/succumbing Fed, abundant liquidity, and resilient services spend are colliding with well-telegraphed fear about stretched valuati…
Substack is the home for great culture
September’s “curse” is famous. 2025’s setup looks different. A dovish/succumbing Fed, abundant liquidity, and resilient services spend are colliding with well-telegraphed fear about stretched valuati…