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The Cyclical CASP
The Cyclical CASP: March 3, 2024
Notes from the plane.
Mar 3
•
The Carter
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The Cyclical CASP: March 3, 2024
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The Cyclical CASP: January 29, 2024
The 100-Day is Calling
Jan 29
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The Carter
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The Cyclical CASP: January 29, 2024
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The Outlook: Downgrading the Cyclical Outlook
TIPS break-evens have slammed shut the door to upside beyond the 4818.62 SPX ATH in the near-term. Breadth divergences point lower, but downside likely…
Jan 18
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The Carter
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The Outlook: Downgrading the Cyclical Outlook
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The Cyclical CASP: December 4, 2023
Bullish quantitative evidence rapidly accumulating on the back of FED Chair Powell d/b/a Arthur Burns. On watch for an SPX parabola into January, ala…
Dec 4, 2023
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The Carter
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The Cyclical CASP: December 4, 2023
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The Cyclical CASP: November 20, 2023
The quantitative outlook for SPX is bullish on a cyclical (1-12 months) basis.
Nov 20, 2023
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The Carter
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The Cyclical CASP: November 20, 2023
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