What does this even mean, …
… in today’s financial context?
Great, there’s some kind of a thaw on the horizon.
It’s only happening because one leader refused to be bullied.
Now, others are at least voicing themselves.
Had no one stood up, bully would have continued to arm-twist the world.
Is this a healthy situation?
Specificallly, in the context of one new tantrum almost everyday, there seems to be something big brewing.
Markets, in their efforts to behave ‘efficiently’, factored in a possible ‘thaw’, and one is barely getting entries now, for lack of margin of safety.
Fine.
No action is also considered action. No action is supreme.
Since one can feel it in one’s bones that something big is brewing, …
… will choose to save entry capital for the times to come.
Whatever’s brewing, should it come to pass, …
… will create the conditions for more entries, …
… will create margin of safety.
