The research firm whose AI paper knocked the whole stock market is out with another big call

Key Points

Citrini Research, the firm that issued a market-shaking bearish call on artificial intelligence earlier this year, is now warning that an oil-driven slowdown could drag down stocks.
“If the war doesn’t end, equities will go lower,” Citrini founder James van Geelen wrote in a new Substack post.
Even if the conflict in the Middle East were resolved quickly, consumers will emerge “slightly weaker” after absorbing higher fuel costs, he wrote.

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