
MRKT Call: How Long Will The Big Tech Rally Last?
RiskReversal Pod
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The Bullishness of the Home Builders Market
I've been negative since November 2021 when the Fed announced um that they were going to start to raise rates twice last year and we've talked about this but I want to bring it up if you could pull up an S&P chart there were two times last year where we were resoundingly bullish. What's caught me off guard is the subsequent move since the middle December late December into January and I say it all the time yeah I've been wrong with that without question. We have been bullish in some in some excuse me individual names in some sectors along the way so if you're gonna throw stuff out there just to throw stuff out I got thick skin I mean you can say anything you
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