As a 25 year licensed financial advisor with 100s of sources of commentary…. I must say. Very nice work. Your simplicity and use of few words is refreshing. Also love the straightforward charts. I’ll be back!
Is it crazy to think that the market is already aware of these conditions and has already been affected thusly? I guess what I mean is, do the markets react in real time or on forecasting. I would think forecasting. If so, then the market should stabilize, since the “experts” are already aware of the doom and gloom on the horizon. Not sure if this makes sense…
You're correct that markets are forward looking. However, as we saw with futures positioning and earnings forecasts, many of these issues are not priced in at this time.
The era of free money has come to an end lol. No way that was going to go on forever! Curious what your take is on the rise of AI for 2023. Great content btw
As a 25 year licensed financial advisor with 100s of sources of commentary…. I must say. Very nice work. Your simplicity and use of few words is refreshing. Also love the straightforward charts. I’ll be back!
Thank you! My goal is to distill the best bits of those 100s of sources into an easily digestible weekly newsletter. Glad you enjoyed it.
Is it crazy to think that the market is already aware of these conditions and has already been affected thusly? I guess what I mean is, do the markets react in real time or on forecasting. I would think forecasting. If so, then the market should stabilize, since the “experts” are already aware of the doom and gloom on the horizon. Not sure if this makes sense…
You're correct that markets are forward looking. However, as we saw with futures positioning and earnings forecasts, many of these issues are not priced in at this time.
I think the former Russian president might be onto something.
Certainly sounds like he's "on" something.
What he said is exactly where this is leading and exactly where the globalists want things to go. You have to pay attention to the whole picture.
The era of free money has come to an end lol. No way that was going to go on forever! Curious what your take is on the rise of AI for 2023. Great content btw
Much like 3-D printing in 2013, crypto in 2017, and NFTs in 2021, it’ll be the next bubble with little real world impact in the short-term.