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The equity correction has reduced the bullish sentiment extreme among fund managers, but they are certainly not fearful. US stocks remain underweight

00:01 - 23/03/18

 

This chart proves the limited upside of value-based strategies, according to Goldman Sachs

 

 

This chart is not a joke and it comes from Tom Lee (founder of Fundstrat and former equity strategist for JP Morgan). He thinks Bitcoin will hit $91,000 because look what it did the last two times it crashed.

 

 

"Stocks have become immune to day-to-day political things, in part because investors had previously gotten burned from making the mistake of overreacting to them."

 

 

 

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