8 Comments
Dec 11, 2023Liked by David Cervantes

Thanks, David, for the consistently concise and clear article.

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Dec 11, 2023Liked by David Cervantes

Another banger DC. You’ve been dead on balls accurate

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Dec 11, 2023Liked by David Cervantes

Hi David, thanks! Very clear message, however I have a doubt about the last paragraph: "Thus, the likelihood of strong year-end rally similar to that of late 2018 is the path of least resistance for the remainder of this calendar year". Do you mean late 2018 or 2019? Because SPX has a negative agg performance in the 4Q2018 (-14.4%).

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Hi David,

New subscriber here. I didn't realize you also have a private Twitter page. I assume that is for subscribers. If so, I would appreciate it if you would accept my follow request. My Twitter handle is @MarketObserver8. Thanks!

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Hi David, thanks for the great note! Any view on whether CPI will come in hot or cold, even if slightly, like you had in previous pre-CPI newsletter, or do you think it'll be on target?

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