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Aug 07 2019

August Is No Time To Disconnect

  • Aug 7, 2019

Rather than stocks disconnecting from the economy, as some equity bears contend, we see the blue chips disconnecting from the rest of the market. The underperformance of leading groups, along with multimonth divergences in momentum, bullish sentiment, and credit spreads are all consistent with the deteriorating prospects for earnings and the economy.

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager