Macro Charts
@MacroCharts
30 years in markets. ex-Fund Manager, now independent.
Focus on BIG trends, actionable ideas, and execution.
参加 April 2019
958 フォロー中 198.6K ファン
Two months ago... aged well.
Onto the next setup...
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.
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