"It’ s beyond just getting to the "X"—we need options…Don’t get hooked on hopium…Hope is not a plan. Hope is bullshit"
HEAD SHOTs ONLY!!!
ノート
Market momentum has, in our view, been driven by 1) hopes of a phase 1 trade deal, 2) hopes of a trough in manufacturing PMIs globally, 3) the Fed’s soft QE (POMOs).