Strategy Note /
Global

Transition Time

  • Unsettled markets provide entry points into oversold equity markets.

  • Tactical outlook: multiple chances to sell over past few months - seasonality improving, Delta fading, Asia reopening

  • Strategic outlook: Growth fears overdone, synchronized global expansion ahead. Bullish stocks, Comm, bearish bonds.

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
1 October 2021
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