Oddbean new post about | logout
 What about the election cycle?  Some curve balls there I’d expect. 
 Probably risk off a little bit this month and next because uncertainty of the upcoming election. This seems like the typical pattern in election years. September down and some Octobers red.  Then take off after the election. We shall see. 
 Agreed. 
I’d throw “rate cuts” into the same basket. Cautious at first for risk assets then not so much in the out QTR’s. 

Time will tell. Don’t use leverage & stay solvent & time is on your side either way. 🫡