More Thoughts on Global Equity Allocations

2013-10-23 · by Brandon J. Ferro · in Equities, Europe, Ratios, Spread Trade, SPX, Technical Analysis

Over the past two months or so we have become increasingly bearish / less bullish on the U.S. from an intermediate-term cyclical standpoint. We first began questioning the remaining intermediate-term upside of this 46 month cyclical rally in the U.S. in…

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