It's funny to be happy for a stranger, someone you don't know. Sports are weird like that. But I've followed Rory as my life has evolved and changed and people of consequence become a part of your life. You watch their highs and lows and eventually feel them as they do.
I'm just so happy for the guy. I'm happy he did it. I'm happy he put all that to bed. And i'm excited for what is to come.
Rory, man. Rory Freakin' McIlroy.
The way Rory McIlroy just slayed his white whale is a microcosm for his career.
Jaw-dropping natural ability. Exhilarating runs of genius. Torturous setbacks. And he just keeps coming back.
A Masters champion. The career Grand Slam. The greatest player of his generation.
Jon Rahm was literally at the peak of his career before he took the money and ran to LIV. That move.. while making rich beyond his wildest dreams..has absolutely cratered his career and chances to compete in majors
People are yet to understand that we have a macro hedge fund manager running the Treasury, not an ex-Central Banker.
He deeply understands liquidity impacts and how to drive financial conditions to drive liquidity and how that in turn drives the economy and markets.
His entire strategy is to lower the three legs of Financial Conditions - dollar, rates and oil to goose the business cycle (ISM)
Our GMI Financial Conditions Index is screaming higher (conditions loosening) as is Global M2 and even more importantly GMI Global Total Liquidity.
The effects should kick-in in the next week or two and the recovery in asset prices and economic data should be sharp in the coming weeks and should be persistent.
I'll do a full video on this for all on Monday. Can't stress how important this all is vs Tarrifs! "narratives"