I see the narrative changing, but I didn't think it would last 3 or more months. I could be wrong it just sounds long.
If we are right, and inflation sticks, then this narrative change would drive a bear market rally. And at an average length of 40 days, 3+ months would be a long one.
I loved this piece :) The Leroy Jenkins reference is so appropriate too. Great job and I hope your holiday is excellent.
“Someone had blundered”
I see the narrative changing, but I didn't think it would last 3 or more months. I could be wrong it just sounds long.
If we are right, and inflation sticks, then this narrative change would drive a bear market rally. And at an average length of 40 days, 3+ months would be a long one.
Such a fun write-up. Well done!! Cheered us up after the pummeling, for sure. Much appreciated!
nice writeup. love your writing style. very fun to read.
Man you should definitely do a movie or something. This script was epic.
Love your substack.