Treasury Flywheel, Wen Alts and Stocks/Bonds/Powell

Level 4- Turbo Autist

Welcome Avatar! Pretty sure you’ve had a good summer. Have no idea how anyone could be unhappy with how this year has played out so far. Majority are sidelined, expecting summer to be bad and we’ve had the exact opposite. The only downside here is that the standard cycle is closer to ending than beginning (that we’ve got high conviction in). For now, we…