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