High Drama: Full Week Ahead Preview
Who's ready for another week like last week?!
Yeah, that's what I figured. Crickets.
Everyone will of course be laser-focused on the bond market for signs that the selloff has room to run and based on recent history, it just might.
Last week was a balanced portfolio's worst nightmare. Among the 35 60/40 funds with at least $1 billion in assets that Bloomberg tracks, all suffered losses during the week with an
The sooner the sh*t hits the fan the sooner we can start to dig out of this hole to China. It’s gonna hurt bigly folks, the longer we wait the more pain. So lets get on with it and move on. Mountains of debt will take years to absorb and the survivors will be better for it.
Just because it is a fun graph https://www.advisorperspectives.com/images/content_image/data/a8/a88ebc4642ad6d34f35b89c0b8447374.png
bigly margin and bigly dept.
not so pleasant right now. nor will it be in the future.
i wonder how much vol of vol it will trigger? any thoughts?
it would be nice if we could get this report weekly tho–3 months is to long.
sadly i don’t think this the big one. but a good start.
sb