Sublime

Brookfield Asset Management has $750B in assets under management & 100+ yrs experience investing in the backbone of the economy They call this “a hinge moment in history” w/profound implications for inflation, interest rates, & investing Their macro update & investment plan…

I am convinced that my entire generation needs to watch this video of the CEO of Blackrock https://t.co/VBR1XsyTWm

Felix Zulauf's big market calls for 2024 & beyond: - S&P 500 makes minor new highs in Q1 2024 (4900) but this will be a "trap" that will suck in too much capital at the wrong price & cause a "big" decline. Oct 2022 lows (<3600) very much in play - Bond rally likely to continue - for now. But... See more

This is so good. It’s going to be in 4 parts because it’s so long. Stanley Druckenmiller’s 2023 forecast https://t.co/UfEkZVduhl

I usually love @RayDalio but I think this is completely wrong. 1) The change in economic policy is to incentive more free market competition in industrial focus areas and remove sprawling bureaucracy that impedes effective decision making, otherwise we cannot build infrastructure... See more