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#11
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I am more curious on the REA results, I think this is a better bellwether for the market. I scanned through and there look to be a dozen red cobbs, interested to see the market appetite for the most liquid, broadly collected, high end T206 card. I think until we actually see and feel a recession, the market will shrug everything off.
The general consensus has changed to a mild, short recession if any at all
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