
The Top Performing S&P 500 Sectors Over the Business Cycle
Via @VisualCap https://t.co/UAlWXEzb82




Apollo shared 40 slides on how consumers and businesses are responding to tariffs
Worth the read
https://t.co/GnYtpD32tq https://t.co/mNhSyTbilF
Here we meet a very important feature. It would seem as if this were circular reasoning; profits fell because investment fell, and investment fell because profits fell. —Jan Tinbergen,5 economist