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9-30-24 Navigating A Confidence Dichotomy
The last day of September brings the end of the month, end of the quarter, and a preview of the next round of corporate earnings. So far, no evidence of recession is appearing. Regardless of your investment thesis, money flow still matters most, and there's lots of money flowing into markets. China is most over-bought in years, thanks to Chinese government stimulus. Earnings outlooks will matter going forward. Oil prices are getting thrashed, with lots of short-selling over the last five weeks. Lance shares dog tales of Gunner & Sniper. With massive money inflows, liquidity is primary market…
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