Wall Street is really pricing in a Goldilocks situation when they should be preparing for the shit show. Rates, tariffs, and earnings growth all have to align perfectly for that market outcome. 

"Just as Goldilocks awoke from her sleep to confront three bears, there are several areas where this optimism is likely to be challenged," -JPMorgan

“But markets have mostly shrugged off those fears in favor of more optimistic indicators.” (inflation down and jobs #s up) 

Hope I’m wrong but I see the Goldilocks scenario as unlikely here.

Wall Street is really pricing in a Goldilocks situation when they should be preparing for the shit show. Rates, tariffs, and earnings growth all have to align perfectly for that market outcome. 

"Just as Goldilocks awoke from her sleep to confront three bears, there are several areas where this optimism is likely to be challenged," -JPMorgan

“But markets have mostly shrugged off those fears in favor of more optimistic indicators.” (inflation down and jobs #s up) 

Hope I’m wrong but I see the Goldilocks scenario as unlikely here.

https://finance.yahoo.com/news/us-economy-on-wobbly-footing-why-wall-street-strategists-are-cautious-about-stock-markets-recent-records-185429502.html

Hi, I’m Jack.🤷‍♂️ chronically unserious, cautiously cynical. @crybabygoblin is my gf.                          

Customer/User Experience Specialist/Consultant

hey 

you’re wrong

all time highs and you’re horny for the economy to go to shit 

Assets have a built in pump function, USD programmed to approach 0 indefinitely

dev / collector / chef / ex-Twitter

chemical engineer in a previous life

thing #5 at @clanker