‘The Good News Is, It’s Not Severely Out Of Hand’
“The second wave has arrived; or at least that is the impression one would get”.
“The second wave has arrived; or at least that is the impression one would get”.
Another day in reality television.
“Let them eat stocks”.
“Reality” is what you make it.
Who’s buying the “V-shaped” story?
“It’s the same lobster”.
We are powerless to change the narrative.
But what isn’t ludicrous these days?Â
The chances of meaningful change are slim. I can’t disagree. But “there are plenty of things to buy”.
It’s not surprising to see a bit of a regime flip, if only for a day.
Where’s your damn free lunch?Â
“A red flag to a bull, even if it is bullish for assets”.
“I can’t think of any market crash brought on by civil unrest”.
“Are they taking us towards US collapse or renaissance?”
“Why does the US beautify the so-called Hong Kong independence and violent elements as heroes?”
“This is obviously what the market is debating right now in real-time”.
“…ahead of schedule.”
An “increasingly unstable and uncertain” world.
“It’s maybe cursed.”
Besides the US reopening story, the only narrative that’s likely to matter going forward is…
The abandonment of the target speaks volumes about the scope of the damage inflicted by the pathogen.
“I would not turn my back on the Chinese Communist Party if they were two days dead”, he said.
“How can the market invest in a nation that does this?”
Of course, all the usual disclaimers apply.
“Investors have a lot to think about.”
Read the tea leaves, draw your own conclusions.
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