Taking a Victory Lap: Successfully Navigating the Growth Scare Call [Week #8]
Growth scare is very short term overdone
A victory lap…
In the previous report posted on February 20th, we nailed the growth scare call. This was my conclusion:
After reviewing all the data, I’m assessing the quadrant differently than I did at the beginning of the year. We entered 2025 in a Goldilocks quadrant but swiftly shifted to reflation following Trump’s inauguration. Now, I’m torn between…
