- Strong week for equities and risk assets. Barron’s cover story over the weekend proclaims, “This Bull Market Has No Expiration Date.”
- 2018 repeat – the sectors and styles that were leading before the correction in 2018 are now leading in 2019.
- Washington Post piece over the weekend scrutinizes leveraged loans – highlighting similarity between subprime mortgage crisis and leveraged loans.
- On Friday, President Trump pressured Fed to cut rates and continue QE
- Animal spirits reignited – Bitcoin is up almost 38% year to date.
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