Q3 Report Card / GSE Update

Kaoboy Musings 13 – 11/19/2019

Nov 19, 2019

∙ Paid

Q3 Report Card

Since Q3 earnings are now mostly out of the way, I thought it would be a good time for a recap as well as a candid self-assessment on my own prognostications.

What I Got Right So Far

Since Kaoboy Musings 3 (9/27/19), I have been sharing my then-contrarian viewpoint that the U.S. economy was not about to go into recession -- notwithstanding a…

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