Warren Buffett’s letter to shareholders last week made more mentions of 2008-9 than any time we can remember over the last decade. When the U.S. Government is no longer able to prop up the economy with outsized fiscal stimulus, what may happen?
2023 was a great year in the markets largely because of government spending. But the federal reserve is still trying to slow inflation via controlled demolition of the U.S. economy. How might this transpire in the coming months? What Black Swans are most likely to surface in 2024?
