Don’t Exit Barbell Positioning (Growth/Cyclicals) Just Yet

This edition of Alpha City is a recap of my recent webinar. A replay is available here:

Here are some questions I’ve been getting from clients and my answers:

Is the U.S. equity market disconnected with reality? NO. The ongoing market rise makes sense. The oversold condition on 3/20 was extreme and there have been positive inflections in all our preferred tactical indicators. Earnings revisions have clearly turned less bad — and that’...

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