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Mermelstein

02/25/22 2:49 PM

#95374 RE: hweb2 #95373

nah, still way too many bears and people sitting in cash
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RNsidersbuying

02/25/22 3:24 PM

#95377 RE: hweb2 #95373

Yes, lightened up on several positions in this strength as I can't envision any positive development over this weekend?

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maxluke1

02/25/22 3:37 PM

#95379 RE: hweb2 #95373

I'm not hedging again yet, sadly, I think this is a situation where if things get worse it's better for the market. i.e. Powell has an excuse to tighten less quickly.

Back in 2011 to 2014, it would go something like this: the worse the employment report was, the better the market would react because of how the Fed would interpret that data. I think we are in a similar circumstance now.