Another Fed meeting has come and gone. It appears sentiment towards Warsh has relaxed a bit after this recent performance with many saying he has taken feedback and improved. I think it’s good to be in observer mode as much as possible with markets and current events because eventually there will be a time where you can use those observed sentiment shifts to your advantage. The difficult part is that you never know when that time will be exactly as it is often spontaneous intuition-driven and it’s also difficult to remain in observer mode forever if you’re active in the markets because you’re forced to take a view and build conviction in what you think is truth.
Vincent Deluard joined us for this week’s Forward Guidance round up. I really enjoyed it and took a lot away from it myself so of course I am going to recommend it to others. I was jotting notes throughout the discussion as it spurred a number of ideas and research topics for me. I hope you all find it as fun and productive as I did.
This week’s issue covers:
FOMC reaction.
What is the bond market saying?
Effective Altruism.
Asset allocation thoughts.
