Black Monday 1987, the market was down 22%. This is nothing. Analysts have been calling for recession for the last 10 years, yet the government continues to print more money.
Great commentary Alf. Agree that the macro data is still relatively healthy and it’s too early to be calling for a recession. The unwind Friday/today seems to be technical driven and nothing more.
Love your pods, btw. Check out my Substack if you have a chance.
Very interesting Alfonso! I am curious to see the resolute if the Fed were to cut rates with speed and intensity. What could happen? We'll see some good ones!
Ps: Sto provando a contattarti, sia qui che su LinkedIn (ti ho scritto in privato). Vorrei avere la possibilità di parlarti! A presto e continua così! Sei forte!
Black Monday 1987, the market was down 22%. This is nothing. Analysts have been calling for recession for the last 10 years, yet the government continues to print more money.
Never go short in a money printing environment.
Great commentary Alf. Agree that the macro data is still relatively healthy and it’s too early to be calling for a recession. The unwind Friday/today seems to be technical driven and nothing more.
Love your pods, btw. Check out my Substack if you have a chance.
Very interesting Alfonso! I am curious to see the resolute if the Fed were to cut rates with speed and intensity. What could happen? We'll see some good ones!
Ps: Sto provando a contattarti, sia qui che su LinkedIn (ti ho scritto in privato). Vorrei avere la possibilità di parlarti! A presto e continua così! Sei forte!
Nothing, its just life :)
I’m not familiar who he is, but sounds like he got a point.
Then again, life can be far superior or worse we could imagine. Extremes may occur.