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Markets are pricing in very high expectations for the US economy ahead just as the hard data is slowing and the admin's negative growth policies will likely create increased drag ahead.
@monomaniac909 These sorts of ignorant nonsense comments are tiring. I've been both bullish and bearish equity markets since 2022 the calls have generated plenty of alpha. transparent reality for anyone to see, good and bad.


12.7.2024
Given the nature of this platform, it is hard to know what kind of track record folks have in making major macro calls.
Here's a look at my track record over the last few years. Thread.
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