Re-capping:
1. no Russian-US escalation,
2. VIX down and no backwardation
3. Fiscal support good
4. No hyper inflation
5. Debt ceiling - end of July..expect jitters!
Buy on pull backs and monitor potential off-risk.
In the mean time:
Curb the nood 😃😃
1. no Russian-US escalation,
2. VIX down and no backwardation
3. Fiscal support good
4. No hyper inflation
5. Debt ceiling - end of July..expect jitters!
Buy on pull backs and monitor potential off-risk.
In the mean time:
Curb the nood 😃😃
