Is that Tom Lee? I watch Tom Lee whenever i want to feel good about the market ... Hahaha!
I gathered the following traits but couldn't piece them together on the present timeline.
1. Market bottoms before recession.
2. Fed pivots before recession.
3. Market bottoms after Fed pivots.
4. When recession actually hits the news, 2 quarters have already past.
5. Market is forward looking and often disconnect from economy.
Energy/Materials (oils , etc.) were down then banks got hit (albeit event triggered) and big techs been pumping last couple months. Where are we ?
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