Not A Bubble (Yet), But One Spark Can Torch This Market - I'm Selling The S&P 500 Today
Seeking Alphaยท2025-10-20 13:21
There is no doubt that we are going through days of intense emotional, physical, and mental stress. I was thinking about this on Friday, as I probably haven't taken a serious break from the financial markets since thePortfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models ...