Amareos

Ryan Shea

Thematic (Sector/Industry)

United states / Thematic (Sector/Industry)

In price terms US equities are in no man’s land with the late January high and the early February low both remaining untested. On the face of it the bearish case is solid. Global trade war concerns refuse to go away, geopolitical tensions are still elevated, and even though investors have celebrated the fact that Italy has finally got a new government, the “tweaked” coalition is still much more Euro sceptic than previous administrations leading many (including us) to think that another…

In price terms US equities are in no man’s land with the late January high and the early February low both remaining untested. On the face of it the bearish case is solid. Global trade war concerns refuse to go away, geopolitical tensions are still elevated, and even though investors have celebrated the fact that Italy has finally got a new government, the “tweaked” coalition is still much more Euro sceptic than previous administrations leading many (including us) to think that another…

Dow Jones Industrial Average (INDU INDEX)

The Market Sentimentalist - No Man's Land (Thoughts on US Equities)