Making Money in the New Market
As January ends, it’s important to note how the month played out in the stock market and how assets are positioned ahead of the FOMC meeting and a huge week of corporate earnings. In this week’s update, we will review the state of health for the former market regime leaders relative to those would-be usurpers that are looking to assume control of the market narrative.
Key Takeaways:
- We believe metals are resilient and breaking out from a relative and absolute basis
- We think the old economy is moving back into growth mode
- We believe the rest of the world is attractively valued relative to U.S. assets
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