April 5, 2023 - Notes From the Rabbit Hole

Machines gonna rotate (in this case, to defensive sectors)

Defensive sectors Healthcare, Staples and Utilities are relatively strong this week Got to love those machines, always programmed for literal logic. But what happens when the rotation to more defensive…

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April 5, 2023

Inflation? I don’t think so… and neither do bonds

This inflation phase is done, so says the bond market It is as I've been saying for at least a half a year now; inflation is done. For this cycle…

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April 5, 2023