Macro Strategy Insights

Heads I’m Smart, Tails I’m Stupid

That is how this week felt on many levels. Maybe it was because I was travelling, so I wasn’t staring at my screens every minute of the day, but I think it was more than that. There was no shortage of opportunities to feel smart or stupid as the days went by (unless you are on Twitter selling your trading signals, in which case you apparently nailed every move). While we discussed Catalysts and Landings last weekend, this market had some peculiar takes on the headlines, and often flip-flopped on the assessment. What Did We Really Learn? For me, there ... Heads I’m Smart, Tails I’m Stupid

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