From one of the name partners of Malmgren Glinsman Partners (they have some connections):
At Malmgren Glinsman Partners, we have been writing that there will be no significant stimulus, & that whatever growth is achieved in 2023 will be a head-fake, as growth in the coming years will be sluggish - Japanese type lost decade is coming. CBB seems to agree.@Halsrethink https://t.co/1CAFntfjoq
— Nicholas Glinsman (@nglinsman) March 7, 2023