The signals suggest the regime may be changing, and we should be prepared for that possibility...
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How high can we push valuations before something snaps violently?
Risks hiding in plain sight...
"1). US-Iran capitulation and last leg down in oil price, 2. US midterms, as electorate signals affordability/lower inflation…
...whether the market crashes UP or DOWN remains to be seen. Thank you, inflation.
...as if you needed another reminder to trust no one and do your own work.
...the balance of risks tilted toward a rally, citing crowded bearish positioning, improving inflation data, and overstated Fed…
