reread this :) how many cockroaches are there hiding? it is hard to believe atm that there will be a comeback for SAAS + interesting to witness what the inflation expectations + potential fed tightening will do to those loans which will need to be refinanced 🏓
reread this :) how many cockroaches are there hiding? it is hard to believe atm that there will be a comeback for SAAS + interesting to witness what the inflation expectations + potential fed tightening will do to those loans which will need to be refinanced 🏓
Really good piece here!
Thanks, AR