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STRATEGY: Consensus bearish, yet markets resilient = market "whispering" bottom

While consensus remains bearish and pundits warn of dangers ahead, we still lean "bullish" against consensus
With each passing day, when 1H2022 is characterized as "treacherous," it is increasingly obvious. Think about the threats to equities:

- Bond market is hawkishly confused (messed up yield curve) and bullying Fed
- Fed officials are going full blown hawk-mode (Kashkari yesterday)
- Oil surging
- War headlines depress with today's threats of chemical and even nuclear attacks
- Yield curve flattening
- Economists say odds of recession nearly 100%

The video in this report is only accessible to members

...Markets "whispering bottom" while investors shout "top"
So it is not surprising that equity investors have turned so flat out bearish.

- March BofA Fund Manager Survey showed institutional investor cash matching 2009 levels- AAII Retail sentiment worst since Ap...

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