DrJeff on Nostr: CONFUSED ABOUT THE US ECONOMY? HERE'S WHY. A fantastic chart from Hedgeye and ...
CONFUSED ABOUT THE US ECONOMY? HERE'S WHY.
A fantastic chart from Hedgeye and Bloomberg, depicting the strong divergence of Hard and Soft data.
The actual ("hard") data--especially in the form of "economic surprises" (to the upside or downside)--have been steadily improving since mid-March 2025.
Meanwhile, the sentiment ("soft") data has fallen off a cliff since late January 2025.
LESSONS:
- To succeed as an investor and/or saver, learn to place facts over feelings.
- Trust the hard data... not histrionic, politcally-motivated opinions.
- Invest in the future, not in the present or (especially) the past.
Published at
2025-03-26 17:58:26Event JSON
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"content": "CONFUSED ABOUT THE US ECONOMY? HERE'S WHY.\n\nA fantastic chart from Hedgeye and Bloomberg, depicting the strong divergence of Hard and Soft data. \n\nThe actual (\"hard\") data--especially in the form of \"economic surprises\" (to the upside or downside)--have been steadily improving since mid-March 2025.\n\nMeanwhile, the sentiment (\"soft\") data has fallen off a cliff since late January 2025.\n\nLESSONS:\n\n- To succeed as an investor and/or saver, learn to place facts over feelings.\n\n- Trust the hard data... not histrionic, politcally-motivated opinions.\n\n- Invest in the future, not in the present or (especially) the past.\n\nhttps://m.primal.net/PuAV.png ",
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