Tune in this week for the following content:
- Tactical update on Gold
- Review of our strategic thesis on the equity markets and assessing how much time there is before earnings become a drag on equity performance.
- Tactical update on the SP500 discussing recent technical developments
Today the SP500 is up over 2% following a weaker-than-expected job openings release (see charts below). The Fed monitors this key factor and explains why the markets are reacting positively. We’ll be discussing this more extensively in this week’s tactical update.
Here is today’s Youtube video: