Strategy Note /
Global

More Bullish, Really?

  • It feels almost weird to write the words "more bullish" given the S&P has been up 15 of the last 17 days.

  • We have been quite bullish and vocal about it these past few months; our performance chase into YE is well underway.

  • I am talking about 2022 as a return to normality after 2 years of covid fog; what does that return profile look like?

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
5 November 2021
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