Macro Tourist Markets

Macro Tourist: ‘You’re Doing This All Wrong’

"This morning's decline has a panicky feel about it. No doubt about it. However"...

"This morning's decline has a panicky feel about it. No doubt about it. However"...
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2 comments on “Macro Tourist: ‘You’re Doing This All Wrong’

  1. In these situations they ‘slide faster than they glide’……If you are net short take that into account because the spin and hype is ferocious these days and the political establishment will pull out all stops to maintain power and control….

  2. You could also argue that bonds were right since last August. I recall stocks bidding up last fall on trade war hype, Fed largess and reflation hopium. The macro and earnings have always been bleak.

    What changed was the optics – the possibility of surreal images of millions dead or dying in a chaotic hellscape of misery. Yeah, I want to short bonds with that in mind.

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