Pockets of Speculation
The Tape is fine, not great but fine!
It has been a difficult market basically since February 2021.
But as I have written, the tape is fine. Right now, and right now is all that matters. Yes, there are tons of clouds coming, but clouds are always coming.
What matters now is the tape from today. Stay in the now!
What I see is a typical market in a shallow rate of Rate of Change of GDP and Infl…
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