Daily Charts - Stocks have had a dream run
1.Stocks have had a dream run
Bonds have had a nightmare
This is important, because it goes in cycles, and well...
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2.Public Markets = pick the asset class 🤔
Private Markets = pick the manager 🧐
Mileage varies greatly across (but not so much within) asset classes for Public assets -- while mileage varies enormously *within* asset classes for the very opaque, illiquid, and idiosyncratic Private markets...
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3.What does:
-Moody's Downgrade
-Big Beautiful Bill
-Bessent growth comments
...all have in common?
Big beautiful macro upside risks for gold $Gold - main 2506(GCmain)$ (and downsides for bonds).
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