I’m not subscribing to the bull theory.
You can’t have your cake and eat it .
Real Unemployment at roughly 25%
Has to impact company revenue through defaults and no consumer demand.
The lifting of restrictions either means people are spending what little money they have online or instore but not both at 100% .
I think people will be shocked at this quarter reporting. I just can’t see it improving from there enough to save companies.
I want to add more BBUS but can’t see the bull slowing short term until institutions stop pumping to retail to exit their massive positions.
It wouldn’t surprise me if the fed and some of these massive hedges in the US have coordinated their trading to push the market
We know they are sitting at the same table in discussions .
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I’m not subscribing to the bull theory.You can’t have your cake...
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