Comments
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NFThank you very much for the Richard Koo book homework assignment. What an excellent book to understand the mess we're in right now!
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KAColin, thank you for the narrative thoughts.
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CHLike the homework. Japan is the playbook going forward. Invaluable.
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CH@Kelly My opinion: SHTF in EM first, contagion to all other markets then when it quiets down all those spare USD need a narrative. Last USD narrative was tech stocks, next could be bitcoin+related
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KAHis points on knowing the exits in advance [or covering] are excellent. With more money flooding to USA, can we expect equities to get some sweetened prices short term, along with 30YTBs? Right?
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JHhe crushed it!--all in one take!
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DNThe Rainmaker is raining money with his recommendations. You can take that to the bank! We have a high fives and beers waiting for you in the tent. Come join the party!
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DCThe Macro videos being presented are painting a picture that "something evil this way comes". Please send more. Glad I signed up. No other place on earth you can get level of thought. Thank you
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AANot much has changed since the last one... expect some pull back from trend in various asset classes, then much of the same $ squeeze, deflationary pricing, risk off etc.