My portfolio manager hat is here!

My portfolio manager hat is here!

From Heisenberg today, quote: “If we had to guess, we’d be inclined to think Druckenmiller’s assessment of 2019 will apply in the new year as well. That is, traders will be left “wondering about where the hell the next bomb is coming from”, constraining their ability to take the positions they’ve taken historically.”

The other structural point made that was interesting was about equity buyer demand in 2020 – hadn’t seen that one described so well / clear.

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