bullish
TPW Advisory Friday Musings: True North
SUMMARY
- Transition periods are usually tricky and that’s certainly the case in today’s macro investment landscape.
- The transition from a fixation on inflation and monetary policy to a focus on fiscal policy and a global manufacturing recovery is a sudden shift of gears that have left many scratching their heads.
- Yet that’s where True North, the correct direction of travel, lies – at least from our armchair here at TPW Advisory.
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- TPW Advisory Friday Musings: True North12 Aug 2023
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