The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
STOCKS ARE GIVING THE ILLUSION OF STRENGTH
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STOCKS ARE GIVING THE ILLUSION OF STRENGTH

And watching how politicians react to this development will be key

Kevin Muir's avatar
Kevin Muir
May 16, 2020
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The MacroTourist
The MacroTourist
STOCKS ARE GIVING THE ILLUSION OF STRENGTH
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The other morning, Bloomberg TV host, Jonathan Ferro made a comment that was so well articulated, I recorded it and transcribed it for you:

Many people come on this program, throwing mud at the V-shape recovery forecast, without realizing that it’s the “throwing mud” part that is the consensus view. The consensus view is that nobody really thinks we are…

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