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Define ‘Pivot’
This is all very simple, really.
Markets will bottom when inflation peaks and the Fed nods to the l
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I saw Nouriel Roubini’s take earlier today, and it was overstated. But it inspired reflection on the notions I shared earlier this a.m. in regard to the length and tenor of the downturn.
As always, thank you very kindly for your thoughts and comments. Your attention to accuracy helps to inform and balance my expectations. Cheers!
Another extremely insightful post that consistently provides a significant amount of nuance, separating signal from noise, that is not provided anywhere else.
All available in (usually) under a 5 minute read.
I seriously do not know how you do it – every single day.