@DMen
I think he's just more "out spoken" with what's in his mind. No doubt some of us are feeling some sort fear with the upcoming headwinds.
He brought up CPI regarding if the "Cooks" gives us a something good & confirmation, & should we should see confidence, the US dollar goes down big & the 10 year yield gets flushed down also. Otherwise theirs's no confirmation & we'll see something similar to the "No 75 Basic points" From Jerome & the rally got sold into. (UK 10%)
So theirs's a lot of fear going on in general & many are holding cash.
What does this mean for us? Probably not much, but again what do I know. Everything's just a mess.
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