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サマリー
あらすじ・解説
- My 2022 year-to-date performance ballooned to +82.42%, a spectacular new high
- Stocks and bonds went straight up for six weeks. Now what?
- The Fed pivot may soon actually make an appearance. I’m talking months, not years.
- The money supply is down 2% YOY? That’s a buzz cut from the +30% rate from a year ago.
- The money is out there, just hiding in different unrecognizable forms.
- There is ample cash to power a new bull market in 2023
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