Unintended consequences
The start of the second half calls for a full psychological reset and I’ve completely adjusted my mental approach from the end of the last quarter: I’m now much more negative than I was before.
Unlock this article.
The content you are trying to view is exclusive to our subscribers.
To unlock this article:
- ✔ 4,000 annual insights
- ✔ 700+ notes and long-form analyses
- ✔ 4 capital markets databases
- ✔ Daily newsletters across markets and asset classes
- ✔ 2 weekly podcasts