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America Is ‘A Gong Show’ – So Maybe Put Your Money Here Instead
Via Kevin Muir of “The Macro Tourist” fame
With the gong show occurring in Washington, it’s amazing anyone has the courage to write a blue ticket for any American assets. But we have to remember that the big long term money is slow moving. Implementing an asset shift is not something decided on a whim following one of President Trump’s tweets.
As summer comes to an end, and investment committees meet in early September, I don’t see how at the margin, America doesn’t get a downg
