But as I said before, I can’t predict political events. I still don’t know what Europe has in store for us or what Bernanke’s breakfast will be next week. I am still looking for a catalyst on August 26 when Ben speaks at Jackson Hole (see The Dangerous Unknown), but I don’t know what he’ll say.
That’s why it’s always better to focus on what we do know, instead of what we don’t know.
