Dean's Journal: The Wisdom of Waiting (Pre-Central Bank Week)
December 15: The Monday Calibration.
I spent my morning reviewing the market open. The human element of investing always intrigues me. When the market is quiet, anxiety rises.
Today is a critical demonstration of the Human vs. AI struggle.
My team noted that the USD/MXN is stable at 18.01, and even though Bitcoin dipped below $90K to $89,825, the 10-Year Yield dropped from its Friday high to 4.174%.
This is a structural divergence. The asset prices are dipping (human panic), but the underlying macro support (falling yields) is stabilizing (AI signal).
My Advice for the Week: We are facing a "Central Bank Super Week" (ECB, BOJ, BOE). This is where structure breaks or holds. Do not try to guess the outcome. Use your capital to hedge the risks you cannot see, not to chase the gains you think you deserve. https://www.putaody.com/
















