🎯 Hitting the Target ($TGT)
“Equities and risk assets on track for an ‘everything rally’ into YE” (year-end)
What do we think?
To which I responded:
I think risk assets go higher whilst the fed and others keep printing and pumping but I want to be discriminating about what to buy and own.
So (that means) real businesses which are growing (the) top and bottom line if poss and with decent momentum too.
The reason for that is the music will