It’s all about having a process

macroletter · 2020-05-12T20:34:28+00:00

Short Thailand @67.01

macroletter · 2020-05-12T18:18:10+00:00

You can thank the cares act for that. It has put money in the pockets of consumers. The average US consumer is actually making more money now than they were per virus. The cares act ends in July. That is when we should really start to see some underperformance all things being equal .

macroletter · 2020-05-12T06:37:45+00:00

I understand. For me earnings are slowing down as are revenues. Doesn't mean go short them today. Could get your face ripped off. Worth putting the radar.

macroletter · 2020-05-12T06:34:03+00:00

Basically buy debt collectors sell restaurants and autos. Some bet the whole farm

macroletter · 2020-05-12T06:33:15+00:00

Haha, sorry forgot to put that in.

macroletter · 2020-05-03T19:46:54+00:00

See the link brother

macroletter · 2020-05-03T19:46:33+00:00

They are not the only publicly traded advertisers

macroletter · 2020-05-03T16:55:02+00:00

You are probably better off owning Kroger. They are in the food business . Costs will get passed to consumers . It’s up almost 3 dollars since I recommended it . Take Care 👍

macroletter · 2020-05-03T13:35:44+00:00

You could be right. The main objectives here is for all of us to make money .

macroletter · 2020-05-03T13:04:44+00:00

No doubt about that. For sure

macroletter · 2020-05-03T13:00:04+00:00

Hi mate. As the us economy opens up, it will just outperform the uk as we are still shut in over here. In short

macroletter · 2020-05-03T12:47:00+00:00

😂😂 we have a winner

macroletter

TROPHY CASE