What the Hell Just Happened?
Real Vision: Finance & Investing
What Are the Most Important Fundamentals You're Looking at Right Now?
The collapse of Silicon Valley Bank was kind of the cherry on top, really slamming the hammer down saying, this is the Fed's market still. We have a saying, we build conviction on fundamentals and we manage risk on technicals. And I think that's- Very well said, Mark. Yeah, very well said. So what are those fundamentals? What are the most important fundamentals you're looking at and how are you seeing them right now? Well, let's start with QT, Furman and Fed cycle, becauseI think that's really the 800-pound gorilla that everybody's dealing with right now.
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