Just a reminder…I will be holding our regular Monday “Live” event TODAY (April 6th) at noon EDT……Needless to say, there will be plenty to talk about. We have the President’s press conference this afternoon…plus his deadline tomorrow.
We have more ships going through the Strait of Hormuz, but still 90% fewer than before the war…..There ARE, however, some items on the bullish side of the bull/bear ledger.
More than anything else, liquidity injections might be able to hold up the stock market for a while, BUT the risk/reward equation shows that the downside risk for stocks is still higher than the upside potential……..This is particularly true given that the concerns surrounding the profitability of the AI industry…and the stresses in the private credit market…still exist
As usual, I will take questions during the meeting…..There is no extra cost, but we do believe that the coming weeks will continue to be volatile ones in the marketplace, so we hope you will join us!…….. Please click below to register.