Learnings and conclusions from this week’s charts:
1. Bears have the statistical edge in mid-term election years.
2. The global equity bull market is going strong (+getting stronger).
3. Implied correlations are low (a risk signal, similar to dot-com).
4. High valuations are supported by high expectations on profitability.
5. Energy sector equities are undervalued, underallocated, underestimated.
Overall, there’s a fair amount of risk signals waving (e.g. seasonal headwinds, correlations, surging sentiment, lofty expectations), but likewise strong momentum, bullish rotation, and compelling fundamental narratives carrying things along.
And amongst all this there’s some very interesting opportunities developing…
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