News Failure (guest: Jason Shapiro)
The Market Huddle
00:00
The COT Data Is Messing Up the Data
The amount of shorts and fixed income from that point of view has been for a number of months now, completely out of control. So you would think that would mean I'd be looking to buy. It flipped for me after I don't remember exactly what it flipped me from like NASDAQ to S&P, and then to Russell, and got me short in November 2021.
Play episode from 57:28
Transcript
