Please feel free to read the blog post: #investing #stocks #bonds #options
The S&Ps closed up +2.7% in January, and companies are sounding more optimistic in earnings calls. Investor confidence is down but economic confidence is up – which sets the scene for a market rotation (mega-cap to small-cap). Per Callum Thomas: Investor sentiment has slipped as market volatility, policy uncertainty, and valuations have all increased. This is a characteristic of stocks becoming more range-bound and an upcoming market rotation. Heads-Up, because that is a different macro-market than what we’ve been used to over the past couple of years. Please feel free to read the blog post: #investing #stocks #bonds #options
Please feel free to read the blog post: #investing #stocks #bonds #options
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