bullish

When Recession, Sir?

281 Views24 Nov 2022 09:01
Syndicated
SUMMARY
  • As my mentor used to say, any market practicioner can make headlines by screaming something wildly out-of-consensus but conveniently leaving the details of his forecast out of the equation.
  • How many times have you heard that ‘‘the US Dollar will fall apart’’ or that ‘‘the real estate bubble will burst’’ over the last 10-20 years, yet without a clear time horizon for this call to play out?
  • If only you got 1 USD (pun intended) for every time you heard something like this, you’ll be rich by now.
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Alfonso Peccatiello (Alf)
Macroeconomic and Investing
The Macro Compass
Multi-AssetMacroeconomics
  • When Recession, Sir?
    24 Nov 2022
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