Daily Note

Pay No Attention To That Man Behind The Curtain

Oct 28, 2019

Thomas Thornton

  • Sorry for the late note as I had to prep for an interview I'm doing Wednesday on Real Vision with John Bollinger 
  • The current environment with the S&P 500 at all-time highs reminds me of other periods when people wanted to believe desperately stock prices had "reached what looks like a permanently high plateau"
  • Are hopes for a trade agreement and the reliance on the Fed going to end up like when the curtain was pulled back on the Great Oz?  
  • Lot's of stuff on today's note
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