SPX: Animal Spirits Are Finally Turning
Seeking Alpha·2026-02-20 22:12
The stock market appears to be rolling over. The bubble in software stocks drove much of the market's rally over recent years and looks to be leading the reversal. There are signs that investors are no longer appreciating extremeI am a full-time investor and owner of Icon Economics - a macro research company focussed on providing contrarian investment ideas across FX, Equities, and Fixed Income based on Austrian economic theory. Formerly Head of Financial Markets at Fitch Solutions, I have 15 years of exper ...