Strategy Note /

Focus Forward - What Comes, What Goes, What Stays

  • Forward looking markets, the calendar & Covid Speed all say focus forward. But 1st, What Comes, What Goes, What Stays?

  • There is absolutely no doubt in my mind - none - that Climate is the single biggest global macro issue of the decade.

  • Daily new S&P high headlines are misleading: much of the US equity mkt & many others have been in a stealth correction.

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
3 September 2021
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