SPX macro

2022년 12월 15일

I see people mansplating macro all over the place. Yet I haven't seen anyone comparing the current circus with the previous one like this.

2022년 12월 15일

노트

1987
Economic growth had slowed while inflation was rearing its head. Greenspan hurried to slash interest rates.

2022
In response to the inflation surge, the Federal Reserve rapidly raised interest rates.

2023년 8월 7일

노트

It just ate 2 months. Seems like we are going to have an interesting 2024/2025. If the top giga mega turbo world economists say we are going to have it soft after they start dropping the interest rates. Be careful when entering the markets as we could well have 2008 all over again.

2023년 12월 5일

노트

It's a cup with a cup as a handle. GL HF