While not much has changed from our perspective since the last time we provided a video update, we do sit today at a point that we haven't experienced in four and a half years, and this has important implications for the market going forward.
September 18, 2024 | Chris Cherepuschak
While not much has changed from our perspective since the last time we provided a video update, we do sit today at a point that we haven't experienced in four and a half years, and this has important implications for the market going forward.
It's been a tough few weeks since the middle of July, but the pain and the selling was mostly orderly in nature - that is until we got to Monday, August 5th and saw (by one measure) capitulatory selling to a degree that's only ever been seen twice before...
In our last video we talked about how the second half of 2024 might play out, and some things we might see along the way. Little did we know that soon after, some of those musings would start to play out very quickly and very violently, and while there's...
After another very positive first half of the year (one that was very similar to 2023), the set-up into the second half features a number of interesting factors and historical precedents all coming together to create an interesting backdrop with a lot...