Already have an account? log in
This article is FREE for you
Create a free account and join institutional investors, analysts and strategists from the world's largest banks
By submitting your email address you agree to receive communication by email
Goldilocks Doesn’t Live Here
This week's marquee US macro release missed on pretty much every account.
On Friday, the BEA said c
OR, subscribe now for unlimited access
By submitting your email address you agree to receive communication by email
By submitting your email address you agree to receive communication by email
I awoke to giddy bullish DMs and BBG articles about how anticipation of captured Fed should lead to an amazing bubble we will all remember for years to come! Unicorns and rainbows! A pony for every child. Also saw a court injunction preventing the Executive capture of elections for now… What could go wrong? Might take a few months of explosive rallies to find out? Let’s see what QOPEX brings.
I mean, I get it. Really I do. But at the same time, money’s money. I can’t bring myself to write “what could go wrong?” articles where I pretend to be upset about portfolio gains just because I don’t like who’s president. That’s silly.
Indeed. We all understand the risks. I’m stuck in the middle and holding long. Learned a long time ago to tune out most the noise, don’t invest my politics, and don’t read permabears. Avoiding StockTwits and Twitter is mostly for mental health. It still leaks through and I do my best to do what I can for society, while doing my best for the family’s assets.
Hear! Hear!