8 Comments
Mar 10Liked by Alfonso Peccatiello (Alf)

Excellent analysis. I read the FT and WSJ every day but never see the shifting tides under the surface that you hi light. Your communication and explanation is so clear. I wish you great success with your new fund. Pearse, Dublin, Ireland.

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Thank you for your kind words!

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You make it seem like a 1995 like rate cutting cycle is bearish… but the NASDAQ was up like +500% over the next 5 years….

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Very comprehensive analysis and well explained.

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Your findings are stated very clear and easy to understand. Thank you for the insights.

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Am I wrong or you missed the Oct2023-today rally?

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Great insights and analysis as always.

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Great thinking

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