Monday Macro: Is it AI or liquidity pushing the markets forward, critical materials look becalmed, and equity investing in a period of high inflation
davidstevenson.substack.com
A shorter big picture note this week. I’m still bearish overall though getting less so. That said I think its time to tamp down the buying as we head into late spring and summer
Monday Macro: Is it AI or liquidity pushing the markets forward, critical materials look becalmed, and equity investing in a period of high inflation
Monday Macro: Is it AI or liquidity pushing…
Monday Macro: Is it AI or liquidity pushing the markets forward, critical materials look becalmed, and equity investing in a period of high inflation
A shorter big picture note this week. I’m still bearish overall though getting less so. That said I think its time to tamp down the buying as we head into late spring and summer