Right about everyone and their mother expects a new low in equities in Q1/Q2-2023 because of earnings disappointments. Here are two reasons to remain decently upbeat.
Andreas, I am interested in following your research as a retail investor. I assume you will be publishing tier pricing soon. Thus far I have not seen subscription pricing (Institutional, retail or otherwise) at your website. Best regards from the east coast of the U.S., Woody
Another catalyst for adding tactical long exposure is that market breadth is reaching oversold levels, which has supported countertrend rallies in a couple other instances this year.
Andreas, I am interested in following your research as a retail investor. I assume you will be publishing tier pricing soon. Thus far I have not seen subscription pricing (Institutional, retail or otherwise) at your website. Best regards from the east coast of the U.S., Woody
We will go live in January. Stay tuned Woody. Best wishes to you and your family for 2023 🙏
I like your analysis too. Maybe it's less the upside and or downside risks of inflation and more a crossways change in sectors for various reasons.
Nice analysis!
Another catalyst for adding tactical long exposure is that market breadth is reaching oversold levels, which has supported countertrend rallies in a couple other instances this year.
Best Wishes to you, your family and team
Look forward to your comments on a few ideas.
Cheers
Andreas, Thanks a lot for sharing this piece on betas. Exactly what I was thinking about during some silent days. 👍
Chart 4 headline says „drop“ !?