FAST FIVE: Markets Are Priced For Perfection In A Very Imperfect World

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There is usually a middle way-.

Dimon makes a good point about consumer spending.

Investors aren't paying attention to the basic stock metrics – like profits and markets.

There is a very realistic possibility that Governments know their spending plans, massively increased debt levels, and the market's current bubblicious levels, can all be “corrected” with inflation – the Ultimate Big Reset.

That's why politics is worth watching – the big decisions that will influence markets will come out the political arena, and it's all going to happen in the next few months.

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