I think reality about the state of the economy is starting to...

I think reality about the state of the economy is starting to bite in the US and elsewhere....

There has been a lot of "Bright Shiny Thing" distractions around like super vaccines, re-opening, getting back to normal and supposed oil rebounds which have been a great distraction for the people and the markets.

Well now the focus will come back around to sit squarely on the market and weighted performance across the board and the short to medium term is going to be really tough.

Sooner or later it has to come back to "It's The Economy Stupid" as it always does.. Expect downward pressure to increase as more doses of reality sink in and lord forbid that the US opens a major state and we have a spike in cases as this will totally wipe out any upside for some time.

GLTAH and DYOR