ARKK: Ready For Liftoff But Patience Is Required

Marco Bello The rally since the bottom in US equities since October has been absolutely epic. I’ve been bullish on high growth/high beta names as evidenced in my work here on Seeking Alpha, but I’ll also note that equities have run further than I thought they would by this point. This is one of those bull market rallies that takes no prisoners and just keeps going, despite conditions being overbought and any number of fundamental factors saying we need a breather. One name that I’ve been bullish on that ...