If you’re wondering where it went, now you know.
Joshua M Brown
“The consumer is being careful”
Two quarters ago, the consumer was “resilient” and last quarter the consumer was “hanging in there.” Now the consumer is “being careful.”
Ric Edelman on The Compound (Video)
Enjoy and have a nice weekend!
Revolutionizing Advice – April 19th!
How Top Performing RIAs are Navigating the Industry’s Transformation
Hiding in plain sight
In the financial system, risks almost always do hide in plain sight
It’s not a funnel, it’s a filter.
If you put A players on a team with C players, your A players are going to play down.
The ground is quaking
The ramifications for entrepreneurs in all industries, including mine, are unfathomable.
A shock to lending standards
The FOMC’s decision to hike interest rates last week will look considerably more ridiculous
How professional short sellers view the current markets
why shorting stocks is so hard, including the toll it can take on a trader’s mental health
The good news
Risk-off positions have to act risk-off or the whole concept is sabotaged.
