Finally, a stir

The stock markets have had a fantastic rally. And while I am all for rising prices, it has also been a bit boring at times. But with the latest set of macro figures, things are getting a bit more exciting again, with a likely good outcome as a result.

I have regularly been called a “permabear” over the past 12 months, if not longer. Because even though the US economy in particular was steaming ahead, the chances of a recession have never been zero, in my opinion.