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I’m on the side that this market has little to no risk priced in. Front running earnings and geopolitics leaves little room for error and is one of the biggest red flags to me for continued immediate upside.These cycles of investor psychology are predictable in that they will overdo both upside and downside expectations.The leading indicator of this recent wave is the SOX index. The double top today came right as we started selling off on minor news. Let’s see where it goes the next few days.
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I’m on the side that this market has little to no risk priced in. Front running earnings and geopolitics leaves little room for error and is one of the biggest red flags to me for continued immediate upside.These cycles of investor psychology are predictable in that they will overdo both upside and downside expectations.The leading indicator of this recent wave is the SOX index. The double top today came right as we started selling off on minor news. Let’s see where it goes the next few days.
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