Portfolio Performance, Elections, Fed Moves, and Patience
November 3, 2024 - Update
Macro: Money Supply, Financial Conditions, and Market Impact
The availability of credit for businesses is crucial; without it, economic slowdowns or recessions can occur. The stock market often senses these downturns in advance, sometimes leading to a crash. That’s why I closely monitor the money supply in the economy, represented by M2, which the Federa…
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