When I interviewed today's guest last year1 he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into Q1
And to give credit where credit is due, his positioning was spot on the money. Both the S&P 500 and the NASDAQ increased by 10% in Q1.
When I interviewed him again heading into Q2, his model said "stay the course, stay bullish"
And again, the S&P rose another 4% in the quarter, and the NASDAQ did even better, rising 8%.
So, given this impressive track record, what's his model telling us to expect from here?
To find out we'll ask the man himself.
Today we have the good fortune of speaking with Darius Dale, founder & CEO of 42 Macro.
Darius' model has him turning less bullish as we move from the past Goldilocks regime into a Deflation one.
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#investing #deflation #stocks
