Macro Tourist

Macro Tourist Sighs: We’ve Had A Near-War And A Pandemic Scare. I’m No Longer Looking For A Sentiment Correction

"I'm not advocating getting long on the assumption the bubble gets larger. But, I'm no longer trying to fade the strength."

"I'm not advocating getting long on the assumption the bubble gets larger. But, I'm no longer trying to fade the strength."
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3 comments on “Macro Tourist Sighs: We’ve Had A Near-War And A Pandemic Scare. I’m No Longer Looking For A Sentiment Correction

  1. This is an absolute joke of a market. They are purposefully running monetary policy over the rails in a vain effort to lift interest rates off the floor. Won’t work. There will be no inflation to speak of. All we will get is bigger and bigger asset bubbles. The transmission mechanisms of velocity are busted and are not repairable without fiscal policy and regulatory intervention (good luck!).

    It’s painful to watch (especially from the sidelines). This is nothing more than the direct transfer of national wealth (future taxpayers dime) to the top 1% asset holders across the world. If the prols understood how it all worked, there would be heads on pikes by now.

  2. Well written Kevin…….Join the club …we are all guessing …That goes for those of us that commit to a direction for this market that is….

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