Yeah, I, for one, have yet to feel too sick to my stomach during this market. So I haven’t added to any positions. To me, that queasiness is still a ways away.
My point in this piece is to really dig deep into your emotional response basket. Learn to listen to your gut - and then do the opposite of what it tells you.
I agree that the flattening/inverting of the yield curve is quite troublesome. Also, the price of oil tells us that there is no aggregate demand on a global scale.
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