Recession Risk, Trump Says “Buy,” and the Everything Code
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Recession Risk, Trump Says “Buy,” and the Everything Code
Easy Money
oaktreecapital.comBen Carlson's 'The Most Volatile Decade' on 6/22/25 was pretty interesting; he captures the month of March 2025 when all but one of the 22 trading days were > +/- 1%;
In ancient Greek myth, the gods punish King Sisyphus for his arrogance by sentencing him to push an enormous boulder
Explained below is how the market can go up even more in the coming 3 months.
If inflation moves down really fast + the FED not cutting rates fast enough — that can cause real rates to rise which likely = equities sell off.
Delinquencies are NOT rising.
Credit risk remains low
"Credit spreads remain at cycle lows" Therefore, the amount of growth risk
... See moreThe End of The Beginning
aitkenadvisors.com
There’s a classic Phil Knight (co-founder and former CEO of Nike) quote that goes something like, “everyone was looking for the next Michael Jordan on the basketball court, but he was walking down the fairway.” In other words, everyone was wondering who the next generationally dominant basketball player would be, assuming that would be the next big
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