Miner Company
A Summer Struggle To Be Followed By A Resumption Of The Bull Market
The S&P 500 has surged 16% in six weeks, driven by robust 27.7% Q1 earnings growth and raised analyst estimates. I am positioning more defensively short-term, citing rising interest rates, deteriorating market breadth, and persistent inflation as headwinds for risk assets.
The S&P 500 has surged 16% in six weeks, driven by robust 27.7% Q1 earnings growth and raised analyst estimates. I am positioning more defensively short-term, citing rising interest rates, deteriorating market breadth, and persistent inflation as headwinds for risk assets.