Macropotamus

@macropotamus

Macro observer swallowing all things macro. Views are mine alone, mostly incoherent thoughts. Not investment advice or recommendation.

Joined Nov 2019

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Clearly I've been wrong about the market recovery since Aug. The questions here are (1) what are the key drivers for forward returns over the next 3-6M, (2) what are priced in, (3)...

Macropotamus

@macropotamus

Powell trying to get us to 2% inflation! https://t.co/Yp3NPGtyXj

Macropotamus

@macropotamus

Macropotamus

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