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Javier SMtz's avatar

Hi Alfonso,

Congratulations for this post. It is great to have you back. Maybe I am doing something wrong, but I think the links to the flatteners at the bottom don't work.

I wish a Merry Christmas.

Thank you

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Baloo @TheCareFreeBear's avatar

what do you think of the "cash" that sits on consumer b/s? this coupled with high inflation /bad delivery times during summer/fall could, at least in my mind, be a tailwind for -22 spending even with fiscal drag! Thoughts?

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