The Investment Thread

Ive watched Bloomberg all week. SPY roaring back with 3 straight green days.

What's the reason for the optimism? The pause button.

Let's pause certain securities in China to suspend financial contagion.

Let's hit the pause button on the US default. Let's push that can into December.

What's being glossed over is Job growth and inflation predicted to be not so transitory due to a backlog of supply chain constraints.