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‘Who’ll Stop The Rain’? A Quick Look At One Bank’s ‘The Selling Has Just Begun’ Call

"We have been out on a limb the past month."

"We have been out on a limb the past month."
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1 comment on “‘Who’ll Stop The Rain’? A Quick Look At One Bank’s ‘The Selling Has Just Begun’ Call

  1. Error404

    Good piece, and the logic is as close to irrefutable as anything gets in today’s market. Just two thoughts:

    It’s a tad Trump-like to see that miniscule dip in the growth-value chart as “traction”. Still, all reversals have to start somewhere. AAPL might have a thing or two to say about whether from here the wheels spin or the tread bites into the dirt.
    I’ll be curious to see what effect the heavy FANG+ weighting in instruments beloved of the passive crowd might have this time around if/when the ‘smart’ boys turn full-on defensive.

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