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- DC Lite #298
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1. Metals tariffs. "President Donald Trump plans to impose 25% tariffs on all imports of steel and aluminum into the US."
2. Retail flows. "Retail investors were net buyers of stocks [last] week. The buying was the biggest in 2 years and was most significant for NDX single stocks."
3. Asset manager positioning. "Institutional investors have been selling the rallies while retail investors have been buying the dips."
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4. Year 3 bull. "The current bull market has been ongoing for [582] trading days, resulting in a 69% gain. However, historically, after two years of strong market gains, the third year tends to be flat."
5. Highs & lows. The tables below provide insights into where new highs and new lows are likely to come from.
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