My talk with Jen Rogers on The Final Round - the two camps and my physical indicator. Yesterday we took off equity exposure as my theory came to fruition: the market rallies when we can see the peak. Today I believe we still must address the recession that was brewing before this started. There are two camps: those that believe there is a retest, and those that believe the bottom has happened. While I’m the retest camp, nobody knows. Prudence. Then she asks the best question: how do you feel? We talk about how I feel ill near bottoms - while anecdotal - it’s still worth mentioning.
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