Victory Lap

Let's take a moment to enjoy and jinx ourselves

I’ve been writing a lot about Goldilocks, inflation rolling over, and risk assets being the place to be, even as all the other people I follow have warned for caution (with a few notable exceptions).

Here’s a quote from my April 17th post. Granted, it took a bit longer than I forecasted.

What will happen is one day soon everyone will wake up and decide t…