2023.02.20 Weekly Note
Notable change in sentiment
Notable change in sentiment
No where to hide but the Dollar
A very questionable rally
Risk rally skating on thin-ice
Bearish narratives now lacking
Too much too soon?
Strong start to 2023 will have legs
Santa rally vs Year-end volatility
A smaller and choppier Santa-rally, maybe…
Can stocks find a footing post-FOMC?
Year-end Melt-upp
Sentiment check into year-end