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David Rosenberg, founder of Rosenberg Research, discusses his two strongest conviction trades: long duration and long gold. They also cover topics such as recession risk, bear market in stocks, and inflation outlook. Additionally, they explore the reversal of the bond bear market, potential opportunities in uranium, and analyze the oil and equity markets. The chapter concludes with a discussion on gold chart levels and an opportunity to hedge portfolios for potential market turmoil.
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Quick takeaways
- The S&P 500 and NASDAQ may experience a pullback soon due to approaching resistance levels, while small caps are expected to outperform.
- Cheap options prices present an opportunity for buying insurance as option sellers may be underestimating market turmoil.
Deep dives
S&P 500 and NASDAQ face resistance levels, possible pullback ahead
The S&P 500 and NASDAQ are approaching resistance levels and may experience a pullback. Call options are being sold, indicating a pause in bullish sentiment, while put options are being bought as a hedge. The S&P 500 has key support at 4,500 and may test the 4,450 area. In contrast, small caps, represented by the Russell, are expected to outperform.
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