First part of Mike Green conversation, including the retirement bombshell from IBM:
https://www.youtube.com/watch?v=6jfIDNqVnZo
The rest of it is available for EDU members and DDA subscribers. If you aren't one, you can become one here:
https://www.eurodollar.university/memberssubscriptions
The S&P 500 hit another record high. That's proof the US is on track to achieve its Goldilocks scenario, soft landing and disinflation combined. Or is it? What do stock indexes really tell us? Sifting through the averages they instead picture a different set of conditions (assist from Mike Green). The vast majority of US shares look far more Chinese than Magnificent 7.
Eurodollar University's Money & Macro Analysis
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
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