Macro: It’s all about elections and keeping status quo
Markets are driven by election optimism, overshadowing growing debt and liquidity concerns. The 2024 elections loom large, but economic fundamentals and debt issues warrant cautious investment.
Global Macro Strategist
Summary: Today's Macro Dragon focuses on the concept of circles of silence, by itself an inversion framework. Whilst also touching on the latest on 2019-nCoV
2020-Feb-11
Quick update & thoughts on the Virus since the Yest’s check in:
Have a fantastic, gratitude & abundant filled wk ahead everyone, stay healthy as well as keep your mind open to profitable & abundant opportunities. Life happens for us, not to us.
Namaste,
-KVP
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