MPP Looking Ahead 7-1-22

9 Aug

Graphical view of market positioning. The orange line is why its premature to call this the start of a new bull market. #federalreserve #inflation

Reply on Twitter 1556966389109383169 Retweet on Twitter 1556966389109383169 Like on Twitter 1556966389109383169 Twitter 1556966389109383169

9 Aug

One of the main reasons we upgraded US Stocks to a BUY and the $US to a sell on July 31. The market was priced for the Fed having to battle an unlikely inflation scenario. https://www.marketspolicy.com #FederalReserve #inflation

Reply on Twitter 1556965838602883073 Retweet on Twitter 1556965838602883073 Like on Twitter 1556965838602883073 1 Twitter 1556965838602883073

9 Aug

Particularly impressive and surprising because investors should be worried about Fed balance sheet reduction and should be wary of buying in front of Fed selling.

Reply on Twitter 1556964494928142336 Retweet on Twitter 1556964494928142336 Like on Twitter 1556964494928142336 Twitter 1556964494928142336

5 Aug

A source of inefficiency in an over-heated economy.

Reply on Twitter 1555552153002983426 Retweet on Twitter 1555552153002983426 Like on Twitter 1555552153002983426 Twitter 1555552153002983426

5 Aug

Its a business cycle- do you think any human or group of humans can stop these? Doesn't matter what you learn each time. Furthermore, the Fed was invented with this in mind and over time, its the Fed that gets blamed for causing them!

Reply on Twitter 1555551212606464000 Retweet on Twitter 1555551212606464000 Like on Twitter 1555551212606464000 Twitter 1555551212606464000