Strategy Note /Global
An (Earnings) Bridge Over Troubled Waters
Nice to see some green on the screen - best 3 day run since May - things feel better, act better, tape looks better.
Could Crypto's collapse be the last shoe to drop? Could the ARKK, Apple, TSLA, Netflix lift be the start of something?
High nominal growth supports earnings which provides a bridge till we get peak inflation which should be almost upon us.