- Rising concerns around Geopolitics as China is moving into the limelight.
- As mortgage costs are rising, are things close to being priced into the stock market?
- Internals, sentiment, technicals all paint a bearish picture towards S&P 3500.
- Value continues to outperform growth and still has more to deliver.
- Top picks: Long NRG, Short BBY.
Jeffery Huge, Founder, Alpha Insights
Mehdi Sunderji, Director, OETV
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