Given the fact that markets are fast and big players/insiders know their shit… even if we have short term good news regarding US Iran (big IF) we have an energy, inflation and credit crisis lurking.
On the other hand, tech is more profitable than ever and we might be able to out-growth any recession based catalyst
Now back to the short term. How fast and how far can the market (over)react and price in to those mid-term pain macros coming on our way?
For example tariff fears got priced in in a matter of 3 weeks. And the we thought it was the end of the world….