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Market coming off an all-time heater. $SPX surged 25% in 5M for 7th time since WWII. Previous dates should sound familiar for end of major bears (2/75, 11/82, 7/09, 8/20). 3/86 is an exception. Fed cut 11 times from 11/84-8/86. Note ’86 case had worst 6m returns @NDR_Research 1/2 pic.twitter.com/0CkfVEXFBN
In my opinion, this is an absolutely major theme in the coming years.
A massive wage arbitrage has opened between the US and its competitors. The overwhelming majority of people in the US have no idea just how much more money they make than the Japanese, French, British, etc. pic.twitter.com/k8ovyCXa7O
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This episode is sponsored by Franklin Templeton. To learn more about the Franklin High Yield Corporate ETF (FLHY), please see the link in the description
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