
Time to Sell Weakness?
What Goes Up
The Boldness Predictions
Crisp, i'm just a guy sitting in his bathroom with a blanket over his head. But it certainly feels like a very bold pe prediction these days. This ten % correction in normal times, not a big boat call, but here, since we haven't had a correction a long time, it is a much bigger boulder call. The second point is there's pervasive belief that the market can bend, but not break,. We think that people are going to sell weakness for the first time in a while. And i think the opera, another operative word, 20 22, is normalization.
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