The Pomp Letter
The Pomp Letter
The Bull Case For Labor Market
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The Bull Case For Labor Market

To investors,

Earlier this week I wrote about a potential Great Layoff being upon us. The argument is centered around tighter financial conditions destroying consumer demand, which would lead to financial pressures for companies, which would lead to an increasing amount of layoffs. There is a strong argument to be made here and I tried to lay that out in…

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