Why the Risk Appetite Has Returned
We’re coming off of another good market month. Sentiment is bullish, and we’ll look into why that’s the case. We’ll then discuss how/why we should hedge that optimism with historical data and end with updates on the electric vehicle and bond markets.
Key Takeaways
[00:16] - The risk appetite has returned [04:52] - Why are the vibes the way they are right now? [09:09] - Hedging optimism [13:15] - Mania in the EV sector [18:42] - Bond market update
Links
Detrick: what happens historically when the S&P 500 is higher in both Jan and Feb Carlson: A long time horizon is the ultimate equalizer in the stock market Apollo’s Torsten Slok Says Fed Will Not Cut Rates in 2024 Detrick: stocks are up because we are looking at a major jump in productivity and EPS over the coming years Galloway: Corporate Ozempic Rivian and EV mania
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