10/13/24

September 2024, Chicken Little Portfolio Performance

Right but still Wrong

'No one believes a liar even when they are telling the truth.' 
        - The boy who cried wolf 

Many of my macroeconomic fears are now widely recognized, but markets do not appear worried. I continue to believe that US government overspending and Federal Reserve failures will lead to economic disaster. I remain essentially alone in crying wolf. 

Wolf!