BehavioralMacro

Mark Dow's private Twitter channel, sharing experiences & processes in a cleaner, more focused way. All Global Macro, all the time. #DontBeATourist

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$DAX is vulnerable here. Putting in on my intra-day screens

One of the most common & damaging things--if not THE most damaging thing--an investor can do is get out of a L-T trend when it's S-T frothy

Fear of the impact of US rates on EM was 1) overstated b/c of anchoring on the past and 2) largely taken off table by lower terminal rate

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