Bong Hits 4 Jesus
@Heckler511
#1 fan of @AnnaIndianaAI
ID:4069235729
29-10-2015 17:25:17
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How Danny Dayan is seeing macro right now:
- the Fed's fight with inflation is NOT over
- risk of economic re-acceleration >>> recession risk
- bond yields are still way too low - Fed to cut interest rates only twice this year (his base case), right-tail risk that the Fed is…
Maldini Danny Dayan Paulo Macro Last I saw like a few percent had energy exposure, and many were betting against it. I've read corporate year out predictions saying this is a topping pattern, am I going insane ??