Kevin Smith shared his macro views on TD Ameritrade Network. “We are committed to our bearish positioning here given the huge number of macro signals that we have today pointing to a downturn.”
Crescat Capital Current Views
Below you'll find a list of all posts that have been categorized as “Current Views”
Market sentiment is bullish as hell on the idea that ‘central banks got your back’. But do they really? Perhaps they have created the biggest debt and asset bubbles yet assuring that the business cycle is alive and well. Here is why we are net short: https://tdameritradenetwork.com/video/rB4AoWmoG5SBacr3VyQI5A
The S&P 500 is more over-bought today than the prior two bear market rallies based on the percent of stocks above the 50 DMA. Great setup for selling if one believes this is only the beginning of a bear market.
Kevin Smith was a guest on the Lance Roberts Show and discussed our current positioning in the markets.