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Tactical Trade Matrix

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Daily Note

Checking In With Consensus Ahead Of The Fed

Jun 15, 2021

Thomas Thornton

I was asked today what would be the pain trade. S&P 4350 or 4150? My thought was lower and my friend a very smart portfolio manager suggested the opposite. My view is based on bullish sentiment that remains elevated to extreme with almost all sentiment polls and surveys. Consensus positioning with the new Bank of […]
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