X @Raoul Pal

This is a great thread from Julian and why we're NOT late cycleJulien Bittel, CFA (@BittelJulien):I’ve been seeing a lot of chatter on X about “peak cycle” and how the economy looks late-cycle. So I wanted to tackle this head on and share a few thoughts of my own...This is from the August 21st MIT publication:A classic late-cycle economy typically has all the following https://t.co/LwfUaGyMJN ...