Do We Even Want Good News?

Do We Even Want Good News?

Someone summarized the prevailing market conjuncture better than I've been able to. But that feat merits little more than a golf clap. After all, I'm not known for brevity. One of the key components of what I've dubbed the "can't lose" dynamic is the extent to which falling growth expectations and decelerating economic momentum argue for i) a pivot away from reflation / reopening expressions in favor of heavily-weighted, secular growth large caps, and ii) the prolongation of accommodative poli
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One thought on “Do We Even Want Good News?

  1. The irony, I suppose, being that we’re now classifying as long duration some of the very names most likely to be innovated out of existence before the market catches a breath.

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