This remind me of the Howard Marks 'Economic Reality' essay. https://www.oaktreecapital.com/docs/default-source/memos/economic-reality.pdf https://www.oaktreec

This remind me of the Howard Marks 'Economic Reality' essay. https://www.oaktreecapital.com/docs/default-source/memos/economic-reality.pdf https://www.oaktreecapital.com/docs/default-source/memos/eco...