Marko's Hot Off The Markets: Double Bottom?
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Clients are universally asking us when we expect President Trump to activate the legendary “Trump Put.” We believe that the S&P 500 would have to correct by more than 10% to practically guarantee a put. We are open minded that it could occur before; it could also occur later. But a double-digit stock price decline will certainly be a greater motivator.
BCA Research | GeoMacro
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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