Equities will be in true rally/recovery mode when financials begin to outperform the broad market. Still seeing lower lows. We're not there yet. pic.twitter.com/xbhFvu98xU
— IceCap (@IceCapGlobal) May 15, 2020
The #Fed's #BalanceSheet hit another record high, but the pace of expansion has sharply slowed pic.twitter.com/4ahWc8y5Kw
— Kathy Jones (@KathyJones) May 15, 2020
This is a really well written, digestible article on the hazard we’ve created with all these Fed programs.
We’ve started a deflationary supercycle, but we can stop it…
— Chamath Palihapitiya (@chamath) May 15, 2020