First BlackRock then Trump and now Goldman. How many more signals do you need to make conviction? And you are still bearish!

He is way way way too political in his regulation of securities.

With the above being said, Fed is in a sweet spot that they are equipped with all the tools when they are needed. No rush to cut rates simply because economy is quite strong and we can afford to wait and see to be sure inflation is dead.

Isn’t it so clear that what should we do now?

More is coming in August. Great to see new faces! This community of

jotaro9006

@andorra1768