Monday Macro – Bearish arguments
Some powerful arguments from the equity bears, next week the bullish Roaring Twenties argument revisited
Today’s letter as a PDF to download
This Monday and next, I’ll be putting the case for both the equity market bears (this week) and bulls (next Monday), with a particular focus on revisiting the idea of a Roaring Twenties mega bull stock market rally, a concept I first raised back in July 2024 and very much alive today. This week, though, the bears get t…
