Second Stimulus - What I’m sending all my portfolio companies: Slowing GDP everywhere Rising cost of capital Quantitative Tightening No new fiscal stimulus 8%+ inflation Markets still overvalued Falling consumer sentiment China about to close its second largest port city Be smart.

9:30am PDT - April 16th, 2022

What I’m sending all my portfolio companies: Slowing GDP everywhere Rising cost of capital Quantitative Tightening No new fiscal stimulus 8%+ inflation Markets still overvalued Falling consumer sentiment China about to close its second largest port city Be smart.

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Codie Sanchez (@Codie_Sanchez)