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%).
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!
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?
Thanks, David, for the consistently concise and clear article.
Glad you find value in the work product. Tell your friends! :)
Another banger DC. You’ve been dead on balls accurate
Tnx JR.
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%).
Hi. Yes you are correct Q4 2018 was horrific.
I was referring to the last 4 trading sessions where SPX rallied 6.65%, with 5.05% coming the day after Xmas.
I’ll clarify on the Twitter feed.
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!
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?