Beware the End of March... Shakespeare Brutus US stocks worst in 23 years
The tide is flooding — in the wrong direction.
US stocks are on course for their worst relative quarter in 23 years.
George Soros’ concept of reflexivity
https://www.ft.com/content/0ca06172-bfe9-11de-aed2-00144feab49a
holds that in markets and the economy, perceptions can change reality.
Five centuries ago, Shakespeare wrote these words for Brutus, who lived 2,000 years ago.
His friend Julius Caesar had brought down the Roman Republic; Brutus decided that he had gone too far
What a Terrible Era in Which Idiots Govern the Blind
https://jgdb.com/quotes/book-julius-caesar
The Fault Is Not in Our Stars… But in Ourselves
https://www.youtube.com/watch?v=IcNBn_W-FQo
If Trump turns against Putin, as now seems possible, then assumptions will change again.
It’s also possible that Liberation Day could start a retreat back toward the current world order.
Until there is some clarity on the scale of the breach between the US and its allies, it will be hard for risk assets to gain any new positive momentum.
The best course is to follow Brutus (not that his own fate is encouraging) and take the current when it serves.
John Authers Bloomberg 31 mars 2025
RE: Ja, han är från England. De har inte bara språket som fördel. De har också läst litteratur när de gick på typ Oxford och kan alltid ta till något citat från Shakespeare och få oss andra att känna oss som deplorables.
Trump’s “Liberation Day” is set to whack America’s economy
The Economist
Tillbaka till Rolfs länktips 31 mars 2025
https://englundmacro.blogspot.com/2025/03/rolfs-lanktips-31-mars-2025.html
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