Welcome Avatar! We’re sure you are getting bored since the markets have been dead. Guess what? That’s a good precursor for what demand is going to look like. We’re getting roasted on X for being “Anti-American” but we’re just writing out what is happening (ahead of time). Demand is definitively going down. If US companies get hit across the board, that …
© 2025 Bull & Bowtie
Substack is the home for great culture