Indeed!! pic.twitter.com/xRpdyCblIs
— Michael Lebowitz, CFA (@michaellebowitz) September 27, 2023
We can see how weak small caps have been during this Fed tightening cycle. The chart shows absolute performance. Only 1972 was worse — another cycle, like now, in which the Nifty Fifty dominated. /2
— Jurrien Timmer (@TimmerFidelity) September 28, 2023
Oil up
USD up
Yields up
This is NOT a risk-on environment pic.twitter.com/UkmYADCy3e
— Bravos Research (@bravosresearch) September 28, 2023