people seem to be processing the recent dip in one of two camps. extreme ends to illustrate
cycle is intact, we're dead for 2 years, macro doesn't matter
cycle dead, macro more important, bounce back with liquidity
you wanna see the new dance dad?
you want to hear me play this on the piano dad?
you want to see how far I can kick this dad?
someday they will stop asking, gotta enjoy it while they do