Macro Charts(@MacroCharts):Sentiment here is shifting to "easy days ahead"... Thinking practically: Seems far better to (1) look for new ideas, and be pleasantly surprised by "everything up" — versus (2) calling for easy times, overstaying crowded themes, and getting wrecked by a regime shift. We'll see.

Macro Charts

@MacroCharts

30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.

参加 April 2019

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Macro Charts@MacroCharts

2026.05.29 12:42

Sentiment here is shifting to "easy days ahead"... Thinking practically: Seems far better to (1) look for new ideas, and be pleasantly surprised by "everything up" — versus (2) calling for easy times, overstaying crowded themes, and getting wrecked by a regime shift. We'll see.