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Market Overview And Trades

Well, I am sure most of you have had time to digest the year-ahead pieces by Wall Street firms. All these pieces attempt to contextualize the recent slowdown in world economic growth and what that means for growth and asset values in 2024.

Why I am Still Short US Equities

Well, I am still short US equities, though, by the end of the week, I may be alone in this recommendation. Other analysts recommended shorting equities have been tarred, feathered, and forced to retract their advice in the face of the continued rally in equities. I’ve had a few of my clients questioning my sanity as well. So, why am I still short?