Monday Jan 03, 2022

2022: The Year Of Uncertainty.

We discussed last week, what is rapidly becoming my central thesis for the year 2022: The Year Of Uncertainty.

Essentially for anyone who models the economy, last year was the year when you just had to “plug in” a number. You didn't know what the real number was. So you just used your best estimate of what you thought should be the number.

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