SLOWLY — THEN ALL AT ONCE
Watch That Turn!!
*I’m paraphrasing Mike Tyson here — and yet, this happens every four years…
Last week in “APPROACHING TARGETS”, I wrote:
“With the U.S. Election approaching, and its potential significant impact on Global Markets, this is where I want to start paying attention for ANY signs that an inflection point is forming.
It feels like markets are moving towards another *Climax Point*, where consensus narratives and Volatility exhaust — creating another big opportunity to take a contrarian view (leaving everyone behind at the turn).”
WATCH THAT TURN…
It’s been a strong year for Macro, with big moves and significant inflection points.
Each turn left consensus narratives in the dust.
Is this ANOTHER turning point?
Once again — *Everything* begins with this:
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