Quote (Schwarber @ Mar 19 2024 03:23pm)
I’m still 60/40 cash (collecting interest); I fear the markets already taken in the fed rate drop projections with the s&p at all time highs. It’s due for a little pushback and I’m not fully sure inflation is over with. Starting to see more hikes on consumers recently.
i just play seasonality
2nd 3rd week March has marked yearly bottoms for the last 80 years during election years
i do agree the market has been due for a pull back for sometime, but I am also seeing an army of loud bears trying to time the top
am also doing some stock picking, increasing exposure to small/mid caps that havent really recovered or still at ATLs