FYI, thoughts on yesterday's (positive economic/market shocking) US jobs report, including what it does/doesn't tell us and why the big forecasting error has broader implications than the further humbling of economists and Wall Street analysts. https://lnkd.in/gkcn5j3 #bopinion #markets #economy #equities #stocks #investing #fed #assetallocation #investmentmanagement #centralbanks #yields #jobs #economy …see more