New all-time S&P 500 highs likely in January (if not Friday 12/29). However, 4 reasons we then see a pullback around Feb/March 2024. Small-caps likely lead in 1H24.

We discuss: To us, it is only a matter of days before we make new all-time highs.  But then we likely consolidate.  Small-caps likely outperform in 1H24.  We discuss the multiple reasons we expect large-caps to have a pullback in 1H24.

Please click below to view our Macro Minute (Duration: 4:10).

With 1 trading day left in 2023, the S&P 500 is on track to gain >25%. One might be sur...

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