Why "Good Enough" Data Isn't plus Two Signals Investors Can't Ignore
The Fed just cut rates again—but behind the move lies shaky data, a lack of conviction, and rising risks for investors. In this episode I breakdown why “good enough” data isn't and hasn't been for years, the triggers every investor should be watching, and how to navigate one of the most dynamic market cycles in decades.
Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."