Why Be Bearish?

  • Why be bearish? For starters everyone else is - all the top banks for ex. there are boatloads of reason to be true.

  • But aren't most if not all the bear case already known and hence in the price? Let Mr. Market tell us - not us tell him.

  • We are bullish risk assets & are more convinced of our performance chase into YE case now than before the week started.
September 24th, 2021
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