If You Have The Means

Consumer sentiment deteriorated in July, the preliminary read on the University of Michigan's surve

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4 thoughts on “If You Have The Means

  1. Another interpretation is that recent memory about the virus could be investors reacting to what the Delta variant is doing.

    If so it’s possible we could revisit market Lows? That is the question some people might ask. Have her does seem possible that Dr Scott Gotlieb could be right that the Delta variant is spreading faster than me estimate. If that is true it could burn out quite fast but maybe with a higer peak then we would prefer to see. In which case this could be over quickly but quickly in the virus time is two weeks incubate two weeks to die.

    1. Talking about inflation. Two Old Fashions at Collins in Phoenix last night $48 (incl tax). Apparently it was Japanese bourbon . I guess you are paying for the radiation, warms you nice.

  2. I am posting from Paris for the next 5 weeks. (Assuming I test negative within 72 hours of trying to return to the US). I have never, ever seen the city so empty. Hardly any tourists, all conversations at outdoor cafes are in French and although it appears that many have only had one jab, they are still enjoying a cigarette. LOL. Hard to believe inflation is a worry here.

    Table d’exterieur, s’il vous plait.

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