Fundamentals Shmundamentals
Let's get something straight. The market doesn't care about fundamentals. The only thing that matters is policy. Policy has been the driving force behind markets for +10 years and policy has continued to push this record run in stocks in 2020.
SHOW TRACKS (click in video to navigate)
Opening monologue
Portfolio update
What’s going on out there
Stonks stink
Have you see the US Dollar
Bitcoin and more
Closing crypto thoughts
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