My friend Myles nails it re: the state of market commentary:
Every research note is the same thing: NIRP bad, markets not like, central bank dumb, bonds smart, no recession, there is a lot of debt.
— Myles Udland (@MylesUdland) March 7, 2016
Lots of people should probably just STFU already. They won’t. But you don’t need to pay attention. Read more books this year instead.
I am.
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