TSX:AX.PR.E - Post by User
Post by
garyreinson Jan 17, 2025 10:10pm
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Post# 36409973
WARREN PIES
WARREN PIESWARREN PIES: Growth scare coming in Q1/Q2. Fed to cut more then expected. Second wave of inflation not coming. Disflation is coming. Labor market weakening. All music to the ears of the team at Nugget Capital Partners who are positioned for this.
Its pretty crazy how many people are split in the camp you can literally make up any narrative you want and the right one will be whatever the US government wants to tell you, relese some soft job numbers and a fudged cpi report and the yields drop 100bp
this game has turned into the conn job of the century
remember when riocan would trad between 24 and 28 for a decade now all these reits have lost massive value