Macro Strategy Insights

Following Up On “You Ain’t Seen Nothing Yet”

Fwiw, and maybe it is because Twitter is sporadic, but last week my chats/streams were full of buy the dip talk, resistance levels, etc. Almost non-existent today…not sure we have seen “capitulation” – will want to see fund flows tonight, but this is the first day that feels like a real wash-out. As bearish as I’ve been on the Nasdaq 100, if we follow the “messy but manageable” theme, we are probably due for some sort of headline to pump the market (though unless it is real, it won’t last long). My bet is that a lot of “buy the ... Following Up On “You Ain’t Seen Nothing Yet”

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