
Surveillance: Weighing Equities with Kettner
Bloomberg Surveillance
00:00
The Dow Jones Industrial Average Is a Good Place to Start
We see most of that happening basically in Q1. And then we have basically, as you know, a call for a recession in the US starting in Q3. So tactically, our call is to be, you know, the rally will be led by Tech in the financials and some of the consumer cyclicals where they are priced in 120% of an average recession. I think it starts to make things pretty asymmetric. You know, I'm sorry, I lost the last part of the question. No, but this is an issue because right now we're looking to. That's the same thing. Just because of me. Sure.
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