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Blind Squirrel Macro

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The Blind Squirrel's Monday Notes. 3/6/23
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The Blind Squirrel's Monday Notes. 3/6/23

Bracing for the "Patagonia vest" recession.

Mar 06, 2023
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Blind Squirrel Macro
Blind Squirrel Macro
The Blind Squirrel's Monday Notes. 3/6/23
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Crumbling Patagonia Vests

Summary

  • We expand on Prof G’s ‘Patagonia vest recession’ thesis, expanding it from the world of Facebook product managers to the ‘financialized’ world. We are in a 2 speed wo…

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