A Word Of Caution
Stay ahead when the ‘detox’ hits...
So, apparently, we’re not calling it a recession anymore.
No!
That’s old.
Outdated.
Too scary.
Instead, we’re going with something… softer.
Something more palatable:
A period of transition.
Or as Bessent eloquently put it:
A… detox period.
Nice! A juice cleanse for the markets.
But let’s be real:
When they start renaming things, you know what that means…
They’re bracing for impact.
And they want you to believe that it’s a good thing.
Ok!
So what does that mean for us traders?
It means that we need to get ready for the recession trades.
Safe havens!
You don’t sit there waiting to get caught by surprise.
You prepare.
Moral of the story?
Don’t get caught by surprise 😉
Don’t be the guy sitting there going…
“What just happened?!”
In other words…
When the “detox” kicks in, make sure your trading account isn’t the one purging.
Take the time now (right now) to understand what risk sentiment is about.
Get your macro understanding in place now.
And you’ll be ready when the real action begins.
With that said…
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