Time for very brief pause
On 10/2, after I appeared with a very bullish message on CNBC’s “Closing Bell” show, the anchors Wilfred Frost and Morgan Brennan both looked at me and said – “wow,…
Read MoreNovember Macro Slide Deck- expect minor pullbacks and more upside into year-end
Generational Fed change is significant. We cannot emphasize enough the importance of the generational change in the way the Fed views inflation by fear of lower rather than higher inflation.…
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