you present a ton of great information. You have put in the hard work and the research and you have an opinion. Yet, you are downplaying the conclusions of your work or not trying to make an aggressive call. You said, "the preparation and experience allow the operator to build confidence to support the trust in themselves amidst a pool of uncertainty." The current environment is full of uncertainty, but you have prepared and have enough experience to have the confidence to make a call here. Perhaps none of the work you site by itself is enough to make a call, but you can build a mosaic around those pieces and others to make that tough and aggressive call :-)
Looking at both charts within the publication, sentiment is at an extreme point that has a strong batting average for a reversal over the last two years. The uncanny relationship between net liquidity and the SPX should not be ignored. I expect the reversal of net liquidity given the TGA dynamic and for the market to follow.
I’ve wanted to present information in a way where readers are able to compile the data and form their own interpretation rather than me just making an explicit statement. However, that is something that can be done in the future.
you present a ton of great information. You have put in the hard work and the research and you have an opinion. Yet, you are downplaying the conclusions of your work or not trying to make an aggressive call. You said, "the preparation and experience allow the operator to build confidence to support the trust in themselves amidst a pool of uncertainty." The current environment is full of uncertainty, but you have prepared and have enough experience to have the confidence to make a call here. Perhaps none of the work you site by itself is enough to make a call, but you can build a mosaic around those pieces and others to make that tough and aggressive call :-)
Looking at both charts within the publication, sentiment is at an extreme point that has a strong batting average for a reversal over the last two years. The uncanny relationship between net liquidity and the SPX should not be ignored. I expect the reversal of net liquidity given the TGA dynamic and for the market to follow.
I’ve wanted to present information in a way where readers are able to compile the data and form their own interpretation rather than me just making an explicit statement. However, that is something that can be done in the future.
Thanks for another great read!
Thank you!