Markets Turning From 'Goldilocks' Into Deflation | Darius Dale

Thoughtful Money with Adam Taggart · Aug 11, 2024 · 1h 44m

When I interviewed today's guest last year1 he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into Q1 And to give credit where credit is due, his positioning was spot on the money. Both the S&P 500 and the NASDAQ increased by 10% in Q1. When I interviewed him again heading into Q2, his model said "stay the course, stay bullish" And again, the S&P rose another 4% in the quarter, and the NASDAQ did even better, rising 8%. So, given this impressive track record, what's his model telling us to expect from here? To find out we'll ask…