bullish
The Macro End Game
SUMMARY
- What’s the Macro End Game? In short, another great reset of our monetary system . We often talk about what markets are going to do next month, or this year.
- We like the feeling of being in control of asset class performances: after all, achieving consistent alpha year after year is has remained an elusive task for many.
- This obsession about short-term market performance puts investors at great risk of missing the forest for the trees
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