Thoughts on market swoon and comparisons to 4Q/18
The recent bout of selling has brought our two most sensitive tactical indicators into oversold territory that should surround at least a temporary low:
Read MoreThe recent bout of selling has brought our two most sensitive tactical indicators into oversold territory that should surround at least a temporary low:
Read MoreYesterday’s ISM Manufacturing Index saw a large drop to the lowest level of the past 10-years (Figure 1). In our view it represents evidence of what we already know –…
Read MoreThis video from CNBC’s “Fast Money” is a good discussion of the current environment. Clearly, there is a lot of fear in the air with the disappointing ISM Manufacturing readings…
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