Well, what can you say?
“It has become progressively difficult to say something new.”
Maybe you heard and maybe you didn’t, but Goldman’s got themselves some trade ideas for 2018 they want to tell you about, ok?
… but the far more important question is whether any of the three explanations posited above have any merit. Because if they do, we are in deep shit as a society.
“There is no puzzle.”
“So when you ask what the big risk is, the answer is”…
Thursday, bloody Thursday.
“The risk is that the market is hugely vulnerable if it hears a distant bark, let alone feels its bite.”
Now that’s more “bigly.”
As usual, the docket is full and the risks are multiplying.
Oh, boy. Try to wrap your head around all of this.
“In environments like the current one, however, economic analysis is more like Monet or Renoir: a healthy dose of perspective is required to fully appreciate the full picture.”
Bad news for stocks?