The key macro/market charts for navigating risk vs opportunity this year...
I have a meme in my mind of a person holding a stick and poking a "EM stock basket" saying "do something" :) that's how I feel following them. South America showed some life earlier this year and China finally had a bit of a move, but otherwise it's still been 'meh'. Patiently keeping an eye...
Could you make a case for the markets, sans the expected slowdown in the economy, to continue to move higher? Thank you for your insight and content.
What Monetary Wall for 2H?
BTW excellent content, thank you very much.
Questions & thoughts welcome in the comments section -- p.s. what's your favorite chart?
As far as China goes.. the art of war is deception. Appear weak when your opponent is strong.
Their situation could shift rapidly at their choosing. Position while you can, not when you have to.