Good morning,
Markets are pulling back for the first time since the October lows and after 5 months of nearly straight up action, even a 3% drawdown can feel uncomfortable.
In my career, I’ve learned to study history, follow trends, and make good risk/reward bets based on those two things.
What I don’t do is pretend I know the future.
In that spirit, let’s break down what I “know” vs. what I “think” about the current market.
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