94. MONEY | SELL The CPI News?! & How to Play “The Decade of Financial Rollercoasters”
Alfalfa Podcast
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What's the Next Upward Catalyst?
The Fed is a little behind on trimming the balance sheet. The treasury has held up things a bit in terms of where they plan to be by December 31st. So S&P was already trailing its net liquidity, you know, kind of equivalent value. And it feels like the pause itself now is going to come at a point where it's very clear there's something very wrong and you're not going to be wanting to jump into stuff then.
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