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Mr. Blonde, Independent Market Strategist

Alpha Exchange

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The Best Economist Is the Guts of the Stock Market

The real message from markets is often what's happening internally. When you see sicgs versus defensives performing poorly despite an equiy market that's doing well, in my mindThat's a pretty clear sign that there's a e kind of cotica, sicigal growth problem. Now, awhile, before it shows up at the index level. And then ultimately, when you have a fragile situation, which us more vulnerable to you en to some shock. We'll talk more about this kind of interplay between rates nflat and equity valuations.

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