MBCC TH 14th Jan'26 - "What phase of the economic cycle are we in, Goldilocks or Stagflation, and which assets do you want to own HERE and NOW? It is clearly not MAG7 nor S&P 500..."
Today we take the entire MACRO CROSS ASSET CLASS LANDSCAPE like a matrix and read through and combine all the flows/trends/indicators/positioning INTO ONE SIMPLE STORY…
Fundamentals are not the full story…sometimes sentiment matters too…
THAT IS WHAT YOU NEED TO OWN TODAY!
Only $99/month, no sell side will break it down in lay man terms like this….we know, we used to be there!