The World is Short Equities One Way or Another but that’s Rally Fuel. Although some market analysts don’t want to accept it, sometimes market positioning matters more than economic data or other fundamental factors. While this is truer in commodities, think crude oil and natural gas putting in tops last year at a time in which the fundamental narrative was the most bullish, it is almost as true in the stock and bond markets.
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The World is Short Equities One Way or…
Share this post
The World is Short Equities One Way or Another but that’s Rally Fuel. Although some market analysts don’t want to accept it, sometimes market positioning matters more than economic data or other fundamental factors. While this is truer in commodities, think crude oil and natural gas putting in tops last year at a time in which the fundamental narrative was the most bullish, it is almost as true in the stock and bond markets.