A new era in the US administration communication. The all-good spread by Kudlow and well relayed by CNBC is over.
White House economic adviser Brian Deese said Friday that the United States risks falling into a “very serious economic hole” without decisive action, urging the Congress to approve more COVID-19 relief as soon as possible…
Algos and the Retail Army are naked without Trump, Kudlow and Mnuchin’s tweets fueling the upside.
Biden will tweet every 6 months and now the have to justify the second plan added to the $1.9tn current plan.
Investors should bear in mind this changes in the market temporality!
Containment will be in favor of Tech but not for the current winners ytd aka Value, Oil and Bank stocks.
Be barbell!!!
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