INVESTOR OUTLOOK, DEFENSIVE OR OFFENSIVE?

2018년 4월 8일

We are still in a pullback area in the SPX , and we are very close to lows . That prompted me to investigate what are people doing , are people long or bearish the SPX. With further investigation, This ratio shows that a sector rotation out of Staples into energy is not underway , far from it. I hence think that the lows in the SPX are going to hold.

2018년 4월 20일

노트

As of now, investors are defensive.