Stephen Miran

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Co-founder & portfolio manager, @Amberwave. Once made small contributions to saving the economy @USTreasury. 🇺🇸🏳️‍🌈🏋️‍ personal views, not investing advice

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Thread by Stephen Miran: Some notes on the missing recession 🧵 I, like others, expected a recession for most of 2022, to occur around the turn of the year. I was pretty consistent with this call, having first made it in March/April Hasn't happened yet, at least in the dat
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- Jan 22, 2023
by Stephen Miran

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