We all laughed on the sidelines when you bought more FTSE exposure. Guess you got the last laugh. Let me know when you need seed capital for the HF.

Idk but you should film the response 😆

Also doing it every month seems like the way to get central bankers very concerned about expectations becoming adaptive … they keep saying they can look through it *if* it is a one off

Doing something by a little every month is the opposite of this. Maximizes uncertainty & concern over expectations

$LEN: "In the course of our fourth quarter, the housing market that appeared to be improving as the Fed cut short-term interest rates, proved to be far more challenging as mortgage rates rose almost 100 basis points through the quarter."

Very cool thanks for sharing.

The bar is low for misses to economic expectations.

Next month we could be talking about base effects.

Core PCE has printed at 0.19% on average since April, assuming that the above is used for November.

If December and January core PCE prints at +0.19%, the 12-month rate would rise to 2.84% in December ... and then fall to 2.5% in January.

VVIX higher last 3 days and Correlations back to June/July trough. Yeah we’re doing this again.

“SmallcapSteve followed you” … add it to the list of #Top signals