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RE: LeoThread 2025-01-12 05:27

in LeoFinance3 days ago

Part 3/8:

Rosenberg reflects on his reputation as a "perma-bear," leading to a candid reflection on missed calls and market mismatches. He acknowledges the current bullish sentiment around U.S. equities, driven by a perception of elongated investment horizons, yet raises concerns about the underlying assumptions leading to inflated earnings growth expectations.

AI and the Growth Narrative