The answer is yes
There are three major factors affecting the sentiment and creating market chop following the near-10% S&P 500 (SPX) ramp off the late October whoosh: (1) Covid-19 2nd wave, (2) Georgia…
Read MoreThere are three major factors affecting the sentiment and creating market chop following the near-10% S&P 500 (SPX) ramp off the late October whoosh: (1) Covid-19 2nd wave, (2) Georgia…
Read MoreI wanted to take a couple minutes to discuss what helps define a market pause vs. something more dire...
Read MoreThe market has responded to the great vaccine news, but that could create a VERY near-term period of chop.
Read MoreThe economic recovery investment theme that seemed impossible less than a month ago as we approached the election and possible Covid-19 2nd wave has now become consensus as news on…
Read MoreOur economic recovery theme has become consensus, which means it is still due to pause as highlighted on 11/11 last week.
Read MoreI wanted to add a bit of perspective on our view given week's volatility...
Read MoreThere are times to be more aggressive in adding risk like the September swoon and into the whoosh late October, and then times to be more patient buyers.
Read MoreOur "stats dude" shows results immediately after and 3-months following a 1% gap higher in the S&P 500 (SPX) active futures to a new 52-week high...
Read MoreA market friendly election outcome. The election outcome has likely neutralized the far left and far right tail risk of the political spectrum, which could allow a more centrist view…
Read MoreWe wanted to discuss the election, macro and market action...
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