Patrik Schowitz
Patrik Schowitz
might money positive remain table time
We remain positive on equities but it might be time to take money off the table in the most straightforward (cyclical) sectors.
consumer economy-and-economics hurting level seem takes
It (oil prices) is hurting the economy, and the consumer takes a lot of the heat, but at this level it still does not seem dramatic.
aversion decision drop instead last night proper risk stumbling war
If there had been a proper decision to go to war last night then there would have been a drop in risk aversion but instead we are still stumbling in the dark.