'there is not actually that strong a correlation between unemployment and the stock market'
Got to disagree with this statement, as unemployment starts to rise just before a recession, while S&P500 starts to fall.
So while I'm holding BBUS, SNAS and BBOZ mainly as a hedge, I only need a recession to start.
Meanwhile stagflation is in motion, as I'm predicting a resurge in inflation, because the Fed wants to keep kicking the can down the road.
Be fearful when others are greedy, and be greedy when others are fearful.
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