This week: sentiment, positioning, selling, election cycles, earnings/macro outlook, monetary valuations, asset class valuations, venture investing thematics, tech sector trouble...
"bonds by now are starting to look cheap"
and just look how cheap they got in 1983-86! Aka, you ain't seen nothin' yet.
"bonds by now are starting to look cheap"
and just look how cheap they got in 1983-86! Aka, you ain't seen nothin' yet.