Macro Charts
@MacroCharts
30 years in markets. ex-Fund Manager, now independent.
Focus on BIG trends, actionable ideas, and execution.
加入 April 2019
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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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