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Surveillance: Pelosi's Taiwan Visit with Cohen (Podcast)

Bloomberg Surveillance

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What's Your Compass When Looking at the Market?

Quants sold a huge amount of their bearish positions they had to close out over the past few weeks, and that that was fuelling the rally. If you look at the performerce of high short interest stocksy, they've rallied considerably in july. I think right now it's the earning side of it, just because expectations, especially from the more bare sideof the of the ledger, have been so negative on earnings. So i think you kow about a five % upside to e p s is really helped in terms of the fet look.

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