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𝛼SKbearish
TPW Advisory Friday Musings: Transition Time
SUMMARY
- Wednesday marked the first day of the US summer though here in NYC it sure doesn’t feel like it with temps running some 15 degrees below normal for this transitional time of year.
- Some early mornings and late afternoons still feel like Spring, some lunch walks lead to a sense Summer is already upon us.
- No surprise where this metaphor goes right? Straight to the markets which seem to be in transition time themselves… from bear to bull, from rate hike cycle to rate cut cycle, from recession fears… well, back to recession fears, from tech stocks rock to was that a pothole and on to the cyclical vs defensive debate.
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