Tech May Catch a Short Term Bid – But It’s ExpensiveStocks look set to rally a little in the near-term from oversold levels. However, act with caution, as they are looking expensive given the environment of expected EPS decline.
August Wasn’t Kind… Don’t Expect Sept to be BetterAugust wasn't kind for stocks - with the S&P 500 losing 4.2%. The market is now just 8.8% off the June 3636 low... expect this to be retested
The Case for Retesting the June LowsIt would be remiss of investors to rule out a retest of the June lows. This post explains my reasons not just technically (which has served us well) -- but more so fundamentally. Have we fully priced in the impact of where rates are likely to head in addition to QT?
