Why Is The Nasdaq Rallying?
Market Depth
The Long Japan Trade and the US Equity Market
A sub 20 VIX in current context also is not like calming to the uninvested either, okay? In fact, it's downright terrifying, right? To them. So yeah, US equity investors are not enthusiastic to put money to work this year. They haven't been, they aren't full force, full-throated in the markets in 2023. And so what has been the nearly unanimous top conviction and capital vacuuming thematic equity trend that's emerged in the rubble of the, you know, China reopened that never came?"
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