As another summer slips away and fall/Football season begin to take hold, we thought it an interesting comparison to where the markets are, and each team’s possible run to win the super bowl. While at this time (pre-season) EVERY team actually has the chance to go to, and win, the big game, it is not likely!
Currently we are in a void of information and animal spirits (Wall Street seems empty)….however it is possible that everything will work out perfectly and the capital markets are fairly valuing the current situation. We would argue that we are walking on stilts currently, just as every team can win the big game!
While others place their bets, we will continue to diligently stick to our rules!
Have a Great Monday!
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Dallas, TX 75225