The Bullish Case Andreas

Michael Gaied is a portfolio manager who came up with the bullish case on stocks. According to Michael, short term, at least, we're going to see really fairly bear market rally. He says he will eventually be proven right once we get that final capitulation move in risk assets. But given what we've seen in real interest rates over the past, say, eight weeks, my models have basically moved to a territory where I wouldn't rule out that we get a very brutal sell off before we can start debating whether the correlation regime could return to normal.

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