🍔Stealth QE is Coming
A new stock market bubble is emerging
Welcome new subscribers!
We noticed some new paid subscribers around here, so as a warm welcome, let’s rehash our stock market outlook. We’ve been in a bull market driven by three major factors: 1) resilient economic data, 2) growing corporate earnings, and 3) a thawing of the trade war. Let’s dive into each one…
The rest of this article is for premium members. Today’s post covers:
Our outlook on stocks and the economy
Is a recession coming?
Stealth stimulus
New thesis on Ethereum!
SPX target and our portfolio
