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Cyclical/Defensive Total Return Ratio

Nov 07 2019

Simple Bond Model Says “SELL”

  • Nov 7, 2019

In our minds, the big story is not the nominal new highs in the blue chips, but rather the rapid changes now occurring on both an “intra-market” and “inter-market” basis. In the case of the latter, we have an important new signal from a simple correlation model we developed earlier this year.