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𝛼SKbullish
TPW Advisory Friday Musings: Patience
SUMMARY
- Patience is a virtue, patience is a virtue – that’s the mantra running through our head as debt ceiling talks drone on and the Curtain of FUD (Fear, Uncertainty & Doubt) continues to obscure the prospects for the brighter future we envision.
- The oscillating nature of economic data and cross asset market pricing has tried the patience of bull and bear alike.
- The bulls have had to be content with roughly 10% gains ytd for global equities while the media drumbeat continues to hammer recession, rate hikes and the utility of cash - notwithstanding its weak relative performance YTD.
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