Disliked{quote} EF, will need some pretty good strong news to hit my breakup target, it's struggling to hold this position, Chinusa deal may not be enough, rate cuts together may just do it but this cannot go on for ever, how can an index have such a stellar rise and pundits talk about recession, DIgnored
If you look at bonds, gold, eurodollars, etc verses equities they're telling a macro different story. They're indicating a recession is coming while equities just keep marching higher. The divergence is pretty absurd if you think about it, but it happens at the end of every cycle.
Self-sufficiency is the greatest of all wealth. - Epicurus
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