Friday Musings: The News Doesn’t Have to Get Better, Just Less Bad | TPW Advisory
- As news flow gets less worse, it seems we are in a bottoming process.
- Which themes look to be bottoming.
- Portfolio adjustments based on the updated model.
- Is crypto out?
- Easing inflation taking pressure off the Fed to tighten.
Jay Pelosky, Founder, TPW Advisory
Mehdi Sunderji, Director, OETV