David and I start off our market discussion by talking about the overall perception that the markets keep going up. Is this sense of complacency dangerous? If we peel back the layers, what does technical analysis actually tell us?
Key questions and topics David asked me include:
- Everything is moving up to all-time highs for the first time since 2020. What is your theory about the forces behind this? And is it actually true?
- As small-caps are lagging, is now a good time to buy, say, the Russell?
- Is it possible to be bearish about the markets yet still long? What is the thought process behind this seeming contradiction?
- And much more…
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