Great interview on the Pulse by #Bloomberg with Patrick Armstrong, Plurimi Wealth, one of the rare honest moments - I do not see how markets are not panicking, amazed by the jawbowning capabilities of the US administration. Thank you for that
Bloomberg Opening Trade
https://t.co/YwnsRp38bC
Discussing why we reduced equities to neutral today, and why we are ready for an #IrishGoodBye from the equity party if there is another leg up.
World trades at a record 2.6x Sales multiple & SP500 at a record 3.3x
Talking with @tomkeene & Paul Sweeney today. 08:25 EST. https://t.co/1mZbiA7Tuv
#Tariffs and the 180 degree turn on no delays to them.
Is Trump killing US #Exorbitant#Privilegeย ?
Own US TIPS vs conventional Treasuries
Policy driven bear means policy can drive rebound.
Looking forward to joining @FrankCNBC on @CNBCWEX at 5am est today.
An inverted Vix curve means something is spooking the market, but it doesnโt necessarily indicate another leg down for equities.
Will the Magnificent 7, turn into the #Malignant7?
The rally that was perversely narrow in 2024 is finally broadening outโThe MSCI Equal Weight and MSCI Cap Weight are now moving in tandem about 4.1% ytd.
https://t.co/OArAktKB49
We are delighted to welcome @Plurimi1 as the latest contributing manager to MPI - the @STEPSociety
Member Service. For further information please see our Website https://t.co/whIqajilei