TPW Advisory Friday Musings: Foggy Weather

316 Views24 Feb 2023 23:08
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SUMMARY

Global cross asset market action is really stretching one’s inventory of analogies – we have already employed the two steps forward, one step back analogy so now we are going to use the traffic in foggy weather one.

It came to me when I was biking to work (big NYC City Bike fan) the other morning and as usual I looked up to the Empire State Bldg. as I rode up Broadway (yes, I know, going against traffic – what else is new).

Some days it is a beautiful sight; the early morning sun striking the top of the spire; other times, low hanging clouds scud across the tip.

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  • TPW Advisory Friday Musings: Foggy Weather
    24 Feb 2023
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