NorthCast Market Update: Mega Bull

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insightful analysis .... I appreciate your practical step by step approach to conducting analysis updates in framing potential next moves in the market

You were right, it's very surprising. Much appreciated. I've been promising myself I would listen to your directional calls. You've been spot on, and I've stayed bearish and been hosed. But I just CANNOT flip bullish. Every economy in the world is facing the abyss!

👍👌 great work and wonderful observation 🙏

Over the past 24 years, how much funny money was printed to reverse those lows? $20T? $30T?

Spot on🎯 but it’s even more ‘scary’ @NorthmanTrader US stocks are tracking the US presidential cycle quite close, already since 2Q22/ the Midterms The previous 3 quarters were the best in the 4 year cycle After a weakish Q3, Q4 should be good again. I stay open minded but agree!

6 month treasury yields 5.5%. HYG junk debt etf yields 5.8%. Which one is mispriced?

Waited all weekend for this

The only thing that sucks on those “Sept rallies” is if you bought in July, got the low reading in Aug and held on, you were still down in most of those cases when the rally finished.

New Highs with 550 Basispoints Rates and no Cut. Not sustainable, it was told stocks are not expensibe because 0 Rates...Crash ahead, no matter when!