See No Risk

by Sven Henrich

Amazing times all around. Most astounding perhaps the level of complacency building in markets into the US election and into year end.

Most of the market appears to have adopted a see no risk attitude. Hear of no risk, see no risk, speak of no risk.

No matter who wins the election it’s bullish, no matter what happens more stimulus is coming. And besides, if all else fails the Fed will just print more.

The bull case can be summarized as such:

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