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Who Called The ‘Everything Rally’?
What a difference five weeks makes.
The one-two-three punch of a conciliatory nod to the term premi
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I continue to maintain that this single chart explains what is going on in markets.
https://fred.stlouisfed.org/series/W255RC1Q027SBEA
This should be impossible and yet here it is, the lowest interest and misc payments on assets since 1978. Where is all that extra operational cash going? Everywhere.
The chart data ends in July?
Updated: Nov 29, 2023
Thanks are in order. While I know you don’t give investment advice, and a well-informed investor reads multiple sources, the October 30 article was a catalyst for me to move substantial cash off the sidelines. Thank you for the regular insight.
Tony Montana more famous than Michael corleone?
Unfortunately. Americans like a cartoon.