This past week changes nothing about what my models are screaming what to expect in the next month or a couple.
Price-to-book on the S&P is now higher than I have ever seen it.
As mentioned in the last missive, the…
This past week changes nothing about what my models are screaming what to expect in the next month or a couple.
Price-to-book on the S&P is now higher than I have ever seen it.
As mentioned in the last missive, the…