The Macro Brief: Portfolio Allocation Top 3 Longs, Stick To The Plan
Where Macro Meet Markets
I was talking with a friend last night about the spike in oil and how it will only accelerate the 2022 U.S. recession I’ve been forecasting since October 2021.
Because I’m probably somewhere on the spectrum, I had an excitement to my tone. Friend responds with curiosity, questioning if I want a recession to occur. Not exactly for the recession itself for…