MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
Macro Voices
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The SMB 500 Max Drawdown and the US Economy
The resilient US economy theme has been the overwhelming driving force of the stock market this year. And so if we go back to our decision in January, I was actually bearish in that discussion. It wasn't until January 12th until we actually pivoted bullish as a function of that theme. So definitely wanted to explain why we made that call in terms of pivoting for bearish to bullish in mid-January and ultimately where we think how much, where we are in that process.
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