Short Post on GDP/Earnings

Level 4 - Turbo Autist

Welcome Avatar! As promised we had to do a small extra post to cover some loose ends end of the week. The TL;DR is that 1) we’re quite confident on our views on META/Facebook, 2) we’re now entering a world where a recession is being re-defined and 3) Consumer numbers are actually bad and don’t suggest growth.

Part 1 - META/Facebook

A famous internet analy…