Welcome to the Correction: Please Keep Your Hands Inside the Blazing Dumpster
Global Tactical Asset Allocation Strategy
Welcome to the March Madness Edition of our Global Tactical Asset Allocation newsletter — where markets tumble, logic evaporates, and economic leadership takes the form of a flaming clown car doing donuts in a Walmart parking lot. Buckle up as we recap one of the fastest corrections on record, examine the policy malpractice fueling it, and prepare for the upcoming spectacle known as Liberation Day. Spoiler: there are no survivors, only reallocations.
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