PVG Market In A Minute - February 6, 2024
February 6, 2024
The market set up is odd and therefore we believe it is prudent to think about asset allocation. Not to overcomplicate the discussion with political views, and geopolitical risks. The market has technical momentum, so we need to respect that, but the markets are extended, and risk management needs to be in the forefront. What we think about, due to the concentration of the markets’ movement and with a Fed that is stuck for now, does this continue like 1999?