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The Banking Crisis (Or Opportunity) With Michael Belkin

Lead-Lag Live

00:00

How to Be a Bullish Stock Market Trader

I was super bearish on the stock market last year from the beginning of the year until October 17th. My model turned positive on, that's just on the index is in terms of sector rotation. The Fed has all been really big on guidance. It was completely wrong. macro hedge funds like man group in the UK, are suffering. They're now at risk of going underwater on their short T-bonded T-mail positions. This wasn't a crisis of regulation, maybe I contributed to it, but it was a missed guidance. Most economic indicators peaked about a year ago - PPI retail sales and CPI inflation have slowed down. But those who followed the Fed's latest

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