A goldilocks regime fueled by FOMO and hidden leverage. [Week #27]
It is probably a short-lived dip, but what is the clearing price?
The market went KABOOM last Friday and Trump has already TACO’ed during the weekend. Before jumping to any conclusion, we have to honor the process: let’s update the macro dashboard and make sure we don’t miss anything.
Macro dashboard update
Growth
S&P 500 Forward Operating Earnings: In week #25 we explained why there is a small slowdown in the forward ea…
