For now, GAAP earnings and industrial production represent a missing link in the bear case, but clearly they are key items to watch.
by NorthmanTrader If I keep this up I’ll soon be accused of being a permabull 🙂 Oh I’m kidding. Yes I’m macro bearish but trade direction practical and data and technicals matter. Hence a quick follow up to the Bear Trap case, specifically 2 key data points that could matter greatly here and may represent a missing link in the … Read more