"Soros taught me that you have to visualize the situation in months, and whatever it is, the price will be there, don't focus on where it is today."
-Stanley Druckenmiller.
MACRO CONDITIONS
• China: Stimulus, +production, reduces anticovid measures.
• FED goes up, but the pace goes down: Goldman Sachs forecasts 50bp in December, and 25bp in Feb/Mar/May.
•...