1.In the long-run earnings growth is structural, and follows the typical uptrend we're used to seeing...
In the short-run, earnings are cyclical, and follow the economic/monetary cycle(s)
Long-term perspectives on the market: $.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2412(ESmain)$
2.Credit Spreads are tracking round 17-year lows(!)
Here's why + how to navigate the credit market cycle:
3.Short & sharp corrections are fairly common outside of recessions...
...but when recession hits you can get large and drawn-out draw-downs.
4.New Year's resolutions hack = start now
Seriously, think of your 2025 resolutions, start them now, by 31 Dec you will have locked-in 53 days of compounded progress and secured significant momentum 🫡💪
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