@davealevine other side of the boom?
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Replying to @kimmaicutler
@kimmaicutler yep. The other side of the impending contraction.2 replies 0 retweets 1 like -
Replying to @davealevine
@davealevine what do you believe will be the trigger? Also, Apple can afford $166M.1 reply 0 retweets 0 likes -
Replying to @kimmaicutler
@kimmaicutler the "trigger" has already begun: risk is reemerging in the system after being suppressed for far too long.1 reply 0 retweets 1 like -
Replying to @davealevine
@kimmaicutler it started with commodities, then oil, then Swiss franc, then German bunds, then China, then Nasdaq, high yield now...1 reply 0 retweets 2 likes -
Replying to @davealevine
@kimmaicutler not to mention the continued collapse of commodities and currencies outside the US. The cycle is already turning.2 replies 0 retweets 1 like -
Replying to @davealevine
@kimmaicutler the confusing thing is that the US economic fundamentals remain strong. There is a disconnect...for now.2 replies 0 retweets 0 likes -
Replying to @davealevine
@davealevine well, what I'm seeing locally is headcount, hiring demands, way, way, way beyond what we're able to produce in infrastructure.1 reply 0 retweets 0 likes -
Replying to @kimmaicutler
@kimmaicutler yep. That is a sign of the system beyond a point of sustainability. People use words like "bubble" but that's simplistic.1 reply 0 retweets 0 likes -
Replying to @davealevine
@kimmaicutler what is unsustainable will not be sustained. And unicorns. They don't actually exist :-)2 replies 0 retweets 1 like
@davealevine companies hiring beyond the region's physical capacity does not necessarily imply that it's unsustainable globally.
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