New Bull or Bullsh*t?
MRKT Matrix
00:00
The Near Term Forward Spread
I don't expect this jobs report tomorrow to be terribly disappointing. The business cycle needs to reset and that means demand has to fall, earnings still have to come down. I think as a strategist, you're going to find pockets of the markets where you can actually kind of maybe reposition long or underweight other areas. That would be the Bank of America final month of the year performance of the S&P 500 filter for years when it's down, 10%.
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