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#1 brucekeller

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Posted 01 March 2022 - 01:48 AM

Seasonality says up until May now.  Cramer flipped from being right for once (said to buy dip last Thursday) to saying hold off on going all in on Monday 2/28.

 

So unless the Fed stays really hawkish, probably pretty safe bet to be bullish at least for the next 2 months. TNX already dropped like a rock, so looks like lower rate expectations already being priced in.

 

Honestly, did expect more of a reaction to QE ending, but there's still a lot of that money sloshing around at the same time.



#2 kaiser soze

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Posted 01 March 2022 - 02:41 AM

Geopolitical tensions, supply chain issues and strengthening dollar are going to weigh on value stocks ex-energy.  Growth stocks on the other hand, appear to have put in an intermediate term bottom.