While everyone is obsessed with NVDA which is the only reason why the S&P 500 is up today, we focus on bigger shifts in liquidity China Fed Rates into March..
It will dictate ALL your stock and all your asset allocation choices…
MBCC TH 22nd Feb'24 - "Why is March so important, 7 key things that can influence your portfolio, forget NVDA great earnings so what, what else is brewing underneath China/Bonds/Oil/Rates and more.."
