War headlines, stubborn inflation, oil flirting above USD90, tariffs, and global trade tensions… If you only read the news, you would probably expect markets to be deep in the red and yet the market keeps climbing.
Confused? You are not alone. Why the disconnect? So is the market seeing something we are missing? Or is it simply choosing optimism over reality as markets sometimes do?
I will be discussing these dynamics and more in an upcoming session with a group of investors, breaking down what is really driving markets beneath the headlines. If you are one of our investors reading this and would like to be notified on future meetings, you can send me an email to reserve your spot.
I look forward to meeting you, and thank you for supporting my work.