The market was wrong this week, but the problems haven’t gone away and haven’t been solved. There are $9 trillion of them. I would rather listen to my algorithm than all the talking heads on the media.
There needs to be a new world order, that works. Monetary weapons and economic weapons are still weapons. Trade wars and threats have to be replaced by negotiations and a recognition that no one, including us, is as bad as they were or as good as they can be.
Isolationism is not the right path forward and us versus them is not the way. As long as the world stays on this path we are going to be dealing with increased market instability that is going to require new investment tools. Not the old ones I taught 20 years ago.
I am trying to learn about these new tools. So should you.