Is This Time Different? - by Barry C. Knapp

Ironsides Macroeconomics 'It's Never Different This Time'

Is This Time Different?

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Is This Time Different?

Tech Boom/Bond Bust, Elements of '67, '80, '95 and '98, What to Watch, More Optimal Portfolio Process Enhancements

Feb 26, 2024

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This audio summarizes our note dated February 24, Is This Time Different?

Figure 7: We are looking for a broader recovery in tech net revisions, that should develop alongside capital spending plans.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.com/in/barry-c-knapp/

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Ironsides Macroeconomics 'It's Never Different This Time'

Macroeconomic and public policy strategy

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