What is logic?

Friday, October 12, 2018 Francisco Carneiro 0 Comments

sell bonds & cash and put a bit more money into equities, probably Tech

when ? My guess, yes ut's a guess  we will have one or two more down days 

From GaveKal

The S&P 500 is down almost -7% in six days, the biggest drawdown since the -10% decline in the first quarter. It is now below its 200-day moving average, for the first time since April 2nd. Will it bounce back, or is a US equity bear market now upon us? I would bet on the former, but not too aggressively.





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